KFA Blog

Senior Financial Advisor Marks S. McCallum,CFP®, MBA Joins Kabarec Financial Advisors, Ltd.

FOR IMMEDIATE RELEASE

 

Media Contact:  Jennifer Lawlor

Firm:  Kabarec Financial Advisors, Ltd.

Phone:  847-934-7777

Senior Financial Advisor Mark S. McCallum, CFP®, MBA Joins Kabarec Financial Advisors, Ltd.

Palatine, Illinois—May 15, 2017-- Kabarec Financial Advisors, Ltd. (KFA), an independent, fee-only, financial and investment advisory firm, celebrating its 35th Anniversary, has welcomed Mark S. McCallum, CFP®, MBA as a senior financial advisor in the Palatine office.

In his role, McCallum will be responsible for managing all aspects of the financial planning and investment process for KFA clients.  He will provide holistic wealth management that motivates, encourages and guides KFA clients through every stage of life.

McCallum has been involved in the financial services industry since 2009.  Prior to joining KFA, he was Financial Advisor at Morgan Stanley, Charles Schwab and BMO Harris Financial Advisors as well as a Real Estate Developer in Colorado.  McCallum earned a bachelor of science in civil engineering from the University of Iowa and MBA from Colorado State University.  He is a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Financial Planning Association.     

“Since earning my CFP®, I have been looking for a fee-only practice that treats employees and clients like family and that provides exceptional wealth management” says Mark.  “Mike and his team personify family, teamwork and excellence”.

"We’re very excited about Mark’s diverse professional background and his love of financial planning and investments," says Michael Kabarec, CFP®, CPA/PFS/EA, president of Kabarec Financial Advisors, Ltd. "With his significant life experience, I’m confident Mark will play a key role in providing and implementing high quality solutions for our clients."

In addition to planning responsibilities, McCallum will join the KFA Investment Committee.

 

About Kabarec Financial Advisors, Ltd.

Kabarec Financial Advisors, Ltd. is an independent, “fee-only”, financial and investment advisory firm with 35 years of experience in helping clients achieve their financial goals and objectives.  Its mission is to provide multigenerational, financial peace-of-mind.  As your trusted advisor, KFA shares their knowledge and expertise to make the complex, simple.  The principal of the firm previously has been named by Worth, Money Magazine, Bloomberg Investment Management andMedical Economics as one of the country’s best financial advisors.

Consult Kabarec Financial Advisors, Ltd. at 847-934-7777 or www.kabarec.comfor all your wealth management needs.

   


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