Our Firm

As a Certified Financial Planner, Mark Vernick acts as your partner for financial security, helping you create and protect wealth for the years ahead. He offers strategies to help fulfill your dreams.

Vernick Financial's financial planning relies on long-term, managed money strategies- wise alternatives to day trading and the risks of speculation.  A fee based approach using stocks, bonds ETFs, mutual funds and other assets is often used for managing your investable assets.  Cash management, risk management, investment planning, retirement planning, tax planning and estate planning are all areas important to a sound financial plan.

A comprehensive approach allows Vernick Financial to view how your financial plan works as a whole. Even Multi-generational planning is offered.


Our Qualifications

Mark Vernick founded Vernick Financial Planning in 1995. In 1997 he received the CERTIFIED FINANCIAL PLANNER™ certification . Mark is a well-known and respected speaker on a wide range of financial subjects.

Mark spent almost a year Hosting of his own Financial Planning radio program "Lets Talk Money" on the Tantalk radio Network. Mark graduated from Eckerd College in St. Petersburg Florida and received his Bachelor of Arts Degree in Business Administration. He has been a small business owner in the Pinellas County Florida area for over 30 years. He currently serves on the board of the BBB of West Central Florida after being Chairman for 5 years.  Mark has also previously served on the Board of the Tampa Bay area Financial Planning Association. In addition to holding a series 7, 24, and 63 securities licenses, Mark is also licensed in Florida to offer Life, Health & Annuity insurance products.

This variety of licenses, experiences, and education allows Mark to offer a comprehensive approach to his clients financial planning needs.