Mark Daviau Cfp® Chfc®Aep®

Mark Daviau CFP® ChFC®AEP®,RFC® has extensive experience in the financial services industry, holding various roles such as Certified Financial Planner™ professional, Account Executive. With a background in training, customer service, and financial advising, Mark is dedicated to providing financial guidance and accountability to help clients achieve their goals. Mark is licensed to sell insurance and securities in NY, FL, and PA.