Mark Kluge, CLU®, CAP®, AEP®, BFA™
Mark’s focus is to learn what clients value most to help them make intelligent financial decisions appropriately aligned with those values.
He and his wife Wendy have three adult children and eight grandchildren so far.
Mark is a member of the Estate Planning Council of Rochester, the Planning Professionals Network of Rochester and the Planned Giving Council of Upstate New York. Mr. Kluge graduated from Colgate University and received his Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) designations from The American College, is an Accredited Estate Planner® (AEP®) through the National Association of Estate Planners & Councils and holds the Behavioral Financial Advisor™(BFA™) certification. He also has Life, Accident & Health Insurance and FINRA Series 7 & 66 licenses.