Mark J. Fuhrman, AEP®, ChFC®, CLU®, MBA | LPL Wealth Advisor
Mission Statement - Dedicated to providing the highest quality Wealth Management in a caring, friendly and professional environment.
Vision Statement - We believe that Wealth Management is about Protecting your assets and income; Preserving your financial independence; and, Prospering regardless of market conditions.
Our focus is to formulate and implement financial plans that help clients have control over their financial futures. We focus on making sure individuals don’t outlive their assets and are able to keep up with the rising healthcare costs.
Services we provide include wealth accumulation strategies, income continuation planning, and financial security planning for individuals and families. For small business planning we provide key person planning, employee benefit planning, and succession/continuation and exit planning.
Mark has successfully worked with many individuals and groups including:
Mark received his Masters of Business Administration from the University of Denver in 1984 and his B.A. degree from Ohio Wesleyan University in 1982. Mark has also earned his Chartered Financial Consultant (ChFC®) designation in 1994 and his Chartered Life Underwriter (CLU®) designation in 1996. Mark is an Accredited Estate Planner (AEP®) and a member of the Denver Estate Planning Council.
Mark ran the New York Marathon in 2009 to raise money for the National Stroke Association and has been part of the Air Academy FCU team for the Courage Classic bike ride raising over $25,000 for the Children’s Hospital. Mark and his family live in Castle Pines, Colorado.