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.
I became a Certified Financial Education Instructor through the National Financial Education Council to share foundations for sound financial management to teens and adults that want to enhance their financial literacy. It is the pursuit of a society of sound financial literacy that has led me to guest star on a number of South Bay radio programs as a personal financial planning expert and present consistently to corporations looking to better educate their employees on the benefits of quality financial planning.
I am currently serving as the Vice President of the Peninsula Friends of the Library, which provides support to the Palos Verdes Library District and am a proud supporter of the great role libraries play in our communities today and for years to come.
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.