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Name
Mark King, CFP®
Title
President & CCO of C&J Wealth Advisors
Bio
Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes attending two study groups per year with America’s IRA Experts and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark and his wife Melissa enjoy golf, tennis, travel and spending time with family and friends.
Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.
As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes attending two study groups per year with America’s IRA Experts and passing two exams on expertise regarding the latest IRA rules.
When not working, Mark and his wife Melissa enjoy golf, tennis, travel and spending time with family and friends.
