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Mark Antonich, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Mark Antonich

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
ANTONICH & ASSOCIATES
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 28 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFP® CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Rutgers University - School of Business - BS, Management

Community participation

  • Cell Phones for Soldiers - Our Charlotte office is a proud sponsor of Cell Phones for Soldiers and is an official cell phone drop-off site for the charity. Cell Phones for Soldiers collects used cell phones for recycling. Funds raised from recycling are used to purchase prepaid international calling cards and helps our troops communicate with their loved ones for free. For cell phone drop-off times, please see Office Details for hours.
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly®Employer
  • Financial Planning Association of Charlotte

Interests

  • I thoroughly enjoy the adventure and education that world travel provides. Travel has been a passion of mine since participating in a summer work program in London, England during college. I followed that experience with a 7-month solo-backpacking trip of Europe after college graduation. Amazing!
  • I am a fan of football (soccer) and support Liverpool Football Club of the English Premier League. LFC was founded in 1892 and has played at its home pitch Anfield since its founding. Go Reds!
  • My wife Lori & I enjoy the beach and often escape to the SC islands of Seabrook and Kiawah.