Mark Bova (CFP®, CIMA®)
Mark Bova focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Alternative or Private Investments
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Compassionate and knowledgeable wealth managers whose process is rooted in financial planning.
We provide the following services:
Financial Planning
• Financial statement preparation and analysis (including cash flow analysis/planning and
budgeting)
• Insurance planning and risk management
• Investment planning
• Tax planning
• Retirement savings and income planning
• Education planning
• Estate planning
Investment Management
• Planning
• Execution
• Feedback
Corporate Consulting
• Financial planning for owner, executives and employees
• Cash management
• Corporate retirement plans
• Key person insurance
Reach us at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com
Additional Information
Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 50 years combined experience collaborating with entrepreneurs, professionals, and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. Located at 724 West State Street, Suite A in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and www.lenityfinancial.com.
NAPFA Start Date
February 01, 2022
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