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Partner Certified Financial Planner (Tm) Practitioner @Rise Advisors, Llc
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WORK HISTORY
Partner Certified Financial Planner (Tm) Practitioner @Rise Advisors, Llc
Who We Are: We are a financial advisory team redefining industry boundaries to lead a shared journey to a greater financial futureWhat We Do: Uncover an in-depth view of today\'s financial realities to reveal new possibilities and plan for greater outcomesHow We\'re Different: We open ourselves up to meet people where they are in their life before we make any financial decisionsImpact For Clients: We go beyond partnership to become one team, where everyone is empowered to take ownership of their continual progressWhere We\'re Going: We will always extend ourselves beyond where we are today to continue to bring more meaningful prosperity to people and our community
EDUCATION
Cornell University
B.S., Applied Economics & Management
St. John Fisher University
MBA
ABOUT MARK B. JONES
Mark is a founding partner of Rise Advisors, LLC. Mark’s personal practice centers…
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