Mark Barlow is a senior vice president for Fidelity Investments. As a senior leader, Mark helps lead and grow a team of more than 1,200 financial professionals who provide Fidelity clients with clarity, confidence and results in helping them live the lives they want. He also is a key leader in Fidelity’s new approach to […]
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Mark Barlow is a financial advisor with Fidelity Investments, one of the largest asset management companies in the United States. With over 20 years of experience in the financial industry, Mark has become an expert in helping individuals and businesses achieve their financial goals.
Mark has a passion for helping his clients make informed decisions about their financial futures. He believes in providing comprehensive financial advice that is tailored to each client’s individual situation. He takes the time to understand his clients’ goals and objectives, and then develops a personalized plan to help them reach their desired outcomes.
Mark is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA®), and a Chartered retirement planning Counselor (CRPC®). He holds a Bachelor’s degree in Economics from the University of California, Berkeley and a Master’s degree in Financial Planning from Golden Gate University.
In addition to his professional qualifications, Mark is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). He is also a member of the Institute of Certified Financial Planners (ICFP).
Mark is committed to helping his clients make the most of their financial resources. He is dedicated to providing sound advice and professional guidance to help his clients achieve their financial goals. With his extensive knowledge and experience, he is able to provide his clients with the best possible advice and support.
Mark Barlow is an experienced financial advisor who is passionate about helping his clients achieve their financial goals. With his extensive knowledge and experience, he is able to provide his clients with the best possible advice and support. He is a trusted professional who is committed to helping his clients make the most of their financial resources.
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