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Mark Charles Castonguay

American Financial Planning, Inc.

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About Mark Charles Castonguay

Mark Castonguay is a financial advisor with American Financial Planning, Inc. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Mark is licensed to provide investment advice in Virginia. Mark has been in the financial services industry for over 8 years, working with a variety of clients, including individuals, businesses, and retirement plans. Mark has a strong understanding of financial markets and investment strategies, and is committed to helping clients achieve their financial goals.

Firm Information

Mark Castonguay is currently registered with American Financial Planning, Inc.. American Financial Planning, Inc. is a registered investment advisor with two investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. American Financial Planning, Inc. has approximately $17,526,534 in regulatory assets under management and serves 63 clients.

$17.53M

Assets Under Management

63

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainers

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Mark Castonguay’s Registration & Firm History

VA

08/13/2023 - Present

American Financial Planning, Inc. (Yorktown VA)

VA

02/21/2017 - 07/25/2022

INFINEX INVESTMENTS, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

BOTH

Issued 10/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Charles Castonguay.
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