Turning Point Financial, Inc. was founded in 2005 with a mission of helping individuals who are facing major life events to define, achieve, and live their dreams. Examples of this would include people nearing or already in retirement, selling a business, starting a business, facing a chronic illness, losing a loved one and more. After helping a client to gain a clear vision of what success looks like for them, customized financial plans are designed to ensure that they will accomplish their goals. Clients of Turning Point Financial are able to go through these life events with peace of mind, knowing that they can achieve success.
Mark Kenison, CFP, CLU.
Since 1995, Mark has helped hundreds of clients from all over the country to comfortably retire and live their dreams. His expertise is in protecting, preserving, and shielding clients’ wealth from the various risks that they face each day. Mark has a genuine concern for his clients’ financial well being and always puts their interests first. Based on his years of experience and expertise, he makes recommendations that improve his clients’ financial well being. This has enabled him to successfully meet the retirement planning needs of his clients while building long-lasting, meaningful relationships with them. His clients find him both personal and dedicated to his work.
Mark earned a bachelor’s degree in Finance from the University of Utah. He is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Life Underwriter. Mark is an Investment Advisor Representative for Turning Point Financial, Inc., a North Carolina state Registered Investment Advisory Firm, which he founded in 2005. He is also a member of the Financial Planning Association. Mark is also a licensed insurance agent and assists his clients with their life and health insurance needs. Mark and his wife live near Charlotte, NC with their five children. They love spending time together, having fun and enjoying the outdoors. Mark and his family are active in their faith and enjoy serving in their church and community.