About
Mark Vernick founded Vernick Financial in 1995 and received his Certified Financial Planner (CFP®) accreditation in 1997 after graduating from Eckerd College with a BA in Business Administration. Mark also earned his AIF (Accredited Investment Fiduciary) Designation in 2015. Mark carries several licenses including a series 7, 24, 63 (for securities) and is licensed in Florida to offer Life, Health & Annuity insurance products.
Mark serves on several boards including:
-Better Business Bureau of West Florida (including serving as chair for 5 years)
-Executive Advisory Council for Suncoast Hospice Foundation
-Professional Advisory Council for The Humane Society of Tampa
Mark is also an active member of:
-Professional Guardian Association of Pinellas County
-Professional Guardian Association of Florida
-Seminole Lake Rotary
Mark prides himself in providing financial guidance for individuals and families across generations. Keeping in mind how one generations wealth can benefit the next, Mark works with clients to help their assets provide not only for themselves but for the following generations. Another area of specialization of Mark's is managing investments in conjunction with those who find themselves in charge of other’s assets, such as Guardians and Trustees.
A long-time Florida resident, Mark has grown up on our local beaches and waterways and enjoys being on the water. During his time away from the office, Mark is often accompanied by his wife, adult children, grandson and 3 dogs.
