Mark Rosinski, CFP<sup>&reg;</sup> - Financial Advisor

Mark Rosinski, CFP®

1111 Glendale Blvd, Ste 105
Valparaiso, IN 46383-3791
(219) 465-6924

General

Mark Rosinski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Valparaiso, IN and the surrounding communities.

Financial Advisor Overview

Mark Rosinski, CFP®, CPA, is a Valparaiso, IN Fee-Only Financial Planner serving Northwest Indiana and all surrounding areas. While the main office is located in Valparaiso, Indiana, Kotys Wealth Professionals serves clients across the country. We specialize in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Wesley Kotys is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. Investment Advisory services offered through TKG Advisors LLC, a Registered Investment Advisor.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources