Mark Blair, Certified Financial Planner™, Chartered Financial Consultant™
Consultant, Transition & Change Management
As a Certified Financial Planner™, Blair has completed rigorous education and experience requirements and has an ethical obligation to act in a client’s best interest when providing financial planning advice. The CFP® certification is generally recognized as the highest standard in personal financial planning with less than 20% of practicing financial advisors in the industry holding the designation.
CFP® professionals are held to standards requiring a high level of ethical and competent service including integrity, objective advice, competence, fair treatment, privacy, professionalism and diligence. Possessing the designations of Chartered Financial Consultant™ (ChFC®) and Chartered Life Underwriter™ (CLU®) along with the CFP®, enables Blair to provide clients with the most comprehensive financial approach available in today’s marketplace.
Blair works with clients to create enduring relationships whether those consist of monthly conversations and annual weekend retreats or individual consultations on particular topics over time. He ensures that the relationship is hassle-free for the client with flexible options and a dedicated work ethic.
Blair’s expertise has been featured in nationally recognized publications such as U.S. News & World Report, Forbes, and the Philadelphia Inquirer. You can also read his blog, It’s Not All About Money, for recommendations on successful transitions and living well.
Blair graduated magna cum laude from the Wharton School in 1977, with a dual concentration in Entrepreneurship and Management. With Wharton professor Chris Mader, Blair started a consulting firm to pioneer the use of computer simulations in teaching business strategy. After serving as vice president of marketing for a computer services firm, he devoted nearly a decade to learning the investment business at the Philadelphia firm Cooke & Bieler. Blair has founded and operated several small businesses.
Learn more at https://blairwealthmanagement.com or call 610-908-6271.