Multi-Generational Financial Confidence
Mark Anleitner, and his team, prioritize the client experience and overall financial well-being. He takes a 360-degree view of his clients’ situations and a fiduciary approach to bring them strategic, goal-driven advice. The clients’ interests come first, always.
His and his team’s mission is to provide clarity of thought in the pursuit of clients’ financial dreams. Mark takes great pride in being a trusted resource and works hard to ensure those he works with have the latest training and best tools available at all times.
Mark graduated with a Bachelor of Science degree in public management from Indiana University and immediately began working in the financial services industry. He also attended evening and weekend classes to complete his master’s degree in business administration from Indiana University (2009) and later, his CERTIFIED FINANCIAL PLANNER™ certification from Northwestern University (2013).
Mark has worked in the industry since 2003 across many channels including investments, lending, banking and insurance. He has conducted hundreds of comprehensive, holistic financial analyses for his clients over the years and takes great pride in being his clients’ trusted advisor. He carries a lot of energy and passion in his work each and every day.
Mark is a CFP® professional, a member of Kiwanis of Valparaiso, and the Valparaiso Chamber of Commerce.
Mark’s young family keeps him and his wife very busy these days, and he wouldn’t have it any other way. Their daughter’s passion is dance, while their son has discovered a love for baseball; they have been blessed to meet some amazing families through those activities and have developed some great relationships.
Mark’s family loves being outside keeping an active lifestyle. Summers are typically spent on the baseball diamonds, roasting s’mores by a bonfire, fishing, hiking, working out, skiing – and repeat!
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Mark is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.