Mark Courtemanche, CLU, ChFC can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.


Mark Courtemanche, CLU, ChFC

Mark is a second-generation advisor, with over 30 years of experience providing financial guidance to retirees and those nearing retirement.

Operating as an independent financial professional means a lot to Mark because it allows him to offer clients clear, unbiased guidance and avoid conflicts of interest. He weighs the merits of one investment against another and makes recommendations based solely on how they may contribute to the success of his clients’ investment strategy.

Mark holds a bachelor’s degree from Bryant University with a concentration in finance. He earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services and also holds the Life Underwriter Training Council Fellow (LUTCF) designation. Mark also received the National Social Security Advisor (NSSA) certification from the National Social Security Association, LLC.

Mark grew up in Lewiston, Maine, and has been a resident of the Triangle since 1998. He and his wife, Jen, have four children. When Mark isn’t working, you can find him playing softball or tennis with his friends or looking for his golf ball in the woods.

Logan Meacham

Operations Manager

Wenno Miguel Aclo

Remote Executive Assistant

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 919.342.6414.