Mark Boujikian, CFP®
Keymark Financial was founded with the core tenets of flexibility, personality, and efficiency. In short, we are flexible in our services so that our clients can choose how they want to engage with us based on their comfort level. We build every financial plan with a personality that matches the client, customized to the exact specifications they need to feel fully involved. Finally, we work efficiently to get the most out of every second of collaboration so our clients can live their lives knowing their financial house is always in order.
Personally, I became a Certified Financial Planner to understand how every aspect of finance is explored and applied in enhancing, protecting, and transferring wealth in the most efficient way possible. Money means different things to different people and that meaning is the cornerstone of a financial plan. In the end, my goal is to help people define their meaning, build a successful foundation around it, and execute a customized plan to build a legacy on top of it.
Over the years our firm has developed an expertise in planning around the complexities of Incentive Stock Options, Restricted Stock Units, Employee Stock Purchase Plans and the tax ramifications surrounding them, namely the dreaded Alternative Minimum Tax. By starting with the tax return we are able to more efficiently manage wealth building for employees through a number of customized strategies that help mitigate unnecessary taxes, keeping more money in our clients' pockets.
My personal belief in financial literacy led to my becoming a Certified Financial Education Instructor through the National Financial Education Council. Together, we seek to share foundations for sound financial management to teens and adults that want to enhance their financial literacy.
I hope that we have the chance to meet and collaborate on a financial plan that grants you flexibility to live your life, personality to match your lifestyle, and efficiency to maximize time to pursue the life you’ve always dreamed.