
Mark Kersten, CRPC™
Financial Advisor
Helping Clients Retire with Confidence
Financial Profession Since 1993
Mark Kersten has been a part of the Financial Services of America family since 1993, bringing a wealth of knowledge and a passion for helping clients achieve their financial goals. A graduate of Michigan State University with a Bachelor of Arts in political science, Mark combines analytical thinking with a personal touch to create tailored financial strategies.
As a licensed financial advisor who also holds a Chartered Retirement Planning CounselorSM professional designation, Mark focuses on addressing the unique needs of individuals and families planning for retirement. He holds Michigan life, health, and property & casualty insurance licenses, and passed the Series 65 Uniform Investment Adviser Law Examination which enables him to provide fee-based financial advisory services.
A Holistic Approach to Financial Planning
Mark’s belief is simple: every client deserves a comprehensive plan that considers all aspects of their financial life. He and his team focus on a holistic retirement planning process that includes investment management, tax mitigation strategies, insurance coverage, and legacy planning.
Life Beyond Financial Planning
When Mark isn’t working with his clients, you can find him spending quality time with his adult children, Hunter and Cassidy. Mark’s love for learning extends to his personal life—he’s an avid reader and enjoys challenging himself with games like chess. Staying active is also a priority, whether it’s hiking, biking, playing tennis or golf, or hitting the gym. Mark’s balanced lifestyle reflects the same thoughtful planning he brings to his clients’ lives.
Why Clients Choose Mark
Mark’s clients value his comprehensive knowledge, approachable style, and unwavering commitment to their success. He focuses on developing well-rounded strategies tailored to clients’ retirement goals, while acknowledging that all financial planning involves risks and that outcomes may vary based on market conditions and personal circumstances.
A Note from Mark:
“Retirement planning isn’t just about numbers—it’s about designing a future that reflects your values, goals, and dreams. My job is to help you navigate that journey with clarity and confidence.”