Broker Check
Mark Spirk, MBA, CFP®

Mark Spirk, MBA, CFP®

Wealth Advisor CUSO Financial Services, L.P.* at UFCU

- Member education is essential to success.

Branch Location: UFCU Plaza

Mark is a story person. He likes to know the unique backstory behind each of his individual clients. He’s interested in how they became the person they are today. Why? Mark says, “In my experience, our different life experiences mean that we all tend to bring certain biases to our decision-making processes. Sometimes this can actually undermine our ability to create, implement, and adhere to a plan.”

As a self-described creative type working in an analytical and data-heavy industry, Mark prefers an approach that is individualized for each Member. He’s learned that finding a reliable advisor to offer guidance through all of life’s financial challenges can seem intimidating at times, and he prides himself on presenting easy-to-understand solutions in a relaxed environment. Mark believes that educating Members is an essential component to any successful, long-term relationship. Plus, he believes that it’s critically important for Members to feel at ease with their decisions before, during, and after implementation.

Get to Know Mark

What is your favorite quote or saying?
“Money often costs too much.” — Ralph Waldo Emerson

What live concert have you attended that would surprise people?
“The Clash – Philadelphia (I was 13 years old) ”

What is your broad practice-management philosophy?
“Well done is usually better than just well said, but it’s always best if we can accomplish both.”

Recognitions

12-time Gold Pacesetter Award1 Winner (2012-2023) and 2022 CFS/SPF Advisor Hall of Fame Inductee

Eight-time Five Star2 Wealth Manager Award Winner (2016-2023)

1 Presented by CFS*/SPF, a national organization that supports credit unions and other financial institutions, the Pacesetter Awards recognize top registered financial advisors, from among the hundreds of CFS credit union and bank programs nationwide, for generating significant revenue while providing high quality investment and retirement planning services to clients.

2 Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who must have a minimum of five years' experience as an investment adviser representative or other accepted credentials, client retention rates, client assets administered, firm review and a favorable regulatory and complaint history as defined by Five Star. Five Star Professional determines the final list of Five Star Wealth Manager Award winners. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Five Star Professional collected the information for this Award through surveys it conducted.

Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.