Meet the Team
Mark V. Kenny, CFP®, CPA
Director of Advanced Planning
Mark is Centara’s Senior Director of Advanced Planning. His responsibilities include advanced case analysis and design in creating comprehensive estate, investment, retirement, and business continuity plans
Mark has over 25 years of financial, tax and investment experience. Prior to joining Centara, Mark held the positions of Vice President of Financial Planning, Senior Vice President, and Managing Director with various wealth management firms and a regional bank.
Mark is active with the Financial Planning Association and serves on the Advisory Board of a closely held technology company for whom Mark provided comprehensive estate and succession planning.
One of the things Mark enjoys most about his job is working with people and being able to provide creative solutions to what are often perceived as complex tax and planning issues.
Professional Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Public Accountant
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- California Life and Health Insurance License
Education:
- 1972 California State University, Fullerton, B.S., Finance
- 1978 California State University, Long Beach, M.B.A., Finance