Mark Kenison, CFP, CLU
This site is dedicated to serving the personal financial planning needs of the Latter Day Saint community. Mark Kenison, the owner of this site and founder of Turning Point Financial is a lifelong member of the Church of Jesus Christ of Latter Day Saints. For over 15 years Mark has been helping people all over the country comfortably retire and live out their dreams. It has long been his own dream to find a way to work with and help more members of he LDS church, and that’s how this site got started. Mark’s goal is to build a network of LDS Advisors across the country who share his desire to serve members needs.
Mark founded Turning Point Financial 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, getting ready to serve a full-time mission, starting a new business, facing a chronic illness, 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’s expertise is in protecting, preserving, and shielding clients’ wealth from the various risks that they face each day. Being a Latter Day Saint helps him have a better understanding of other members values and goals, which can make the planning process much more comfortable for both the client and the advisor. 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 (sorry, not BYU… :^) But both of his parents went there!). He is also a Certified Financial Planner™ professional and a Chartered Life Underwriter. Mark is a North Carolina state Registered Investment Advisor and is also a member of the Financial Planning Association. His comprehensive personal financial planning website is www.Great-Financial-Planning.com. Mark is also a licensed Life & Health insurance agent and has an insurance dedicated website located at www.TurningPointBenefits.com.
Mark and his family live Charlotte, NC South stake. With four active boys and a baby girl, there is never a dull moment in their home. Between school, sports, scouts & church youth activities, they all stay pretty busy…which is good! Mark and his wife are active in their ward and look forward to serving many missions together one day.
If you would like to contact Mark to discuss your own financial situation, you can contact him by completing the form below. We respect your right to privacy and your information will be kept confidential.
