Mark Kinsella (AWMA, CFP®, MBA)

Mark Kinsella focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

My niche is serving people in the religious, education, and social service professions. I have worked with them over the years and have found that we have a lot in common  

Additional Information


Community Service

I spent close to three years in Chicago serving in a number of communities – assisting individuals, groups and organizations address their needs.

On Staten Island, N.Y. I worked with teens through recreation and education programs.

From the end of 1977 to the beginning of 1981 I was employed in India with Catholic Relief Services, endeavoring to improve a health program.  A second part of my work was focused on economic development.

Financial Industry Service

This began with an old Chicago Savings & Loan Association.  This organization offered a full range of financial services to its members.  As time proceeded, I specialized in the area of investments. I worked in this field for 31 years.  And during those years, the S&L was taken over by three different banks.

In 2018 I left the last of the banks, US Bank and ventured out to my own consulting business.


NAPFA Start Date

March 24, 2020


This Office

2206 N. Main St. #184 Wheaton, IL 60187-9140 Phone: (630) 384-9646