Mark D. Reitsma, CFP<sup>&reg;</sup> - Financial Advisor

Mark D. Reitsma, CFP®

Financial Advisor

Regency Wealth Management

500 N. Franklin Turnpike, Suite 212
Ramsey, NJ 07446
FINANCIAL ADVISOR'S WEBSITE
(201) 447-5850

General

Mark Reitsma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Regency Wealth Management in Ramsey, NJ and the surrounding communities.

Financial Advisor Overview

Our firm's mission is to assist individuals, families, & institutions with identifying, understanding, and pursuing their financial goals and objectives. As wealth grows, it requires appropriate attention to a variety of areas including cash management, asset diversification, legal & estate issues, charitable planning, and management of the risks that may threaten the plan. Our focus is on helping clients navigate an increasingly complicated financial landscape to accumulate, preserve, and ultimately distribute their wealth. Doing so successfully requires trustworthy advice, personal service, and a close partnership.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Sudden Wealth

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Helpful Financial Planning Resources