Investment Advisor, Pinnacle Retirement Solutions
Meet Mark Courtemanche, a seasoned Investment Advisor at Pinnacle Retirement Solutions in North Carolina, where he has dedicated over 35 years to providing expert financial guidance to retirees and those approaching retirement. As a second-generation advisor with a wealth of experience, Mark is committed to helping his clients navigate the complexities of investment and insurance services, ensuring they can confidently secure their financial futures.
As a holder of the NSSA® Social Security certification, Mark Courtemanche brings specialized knowledge of Social Security planning to every client relationship.
Mark holds a Bachelor's degree in Finance from Bryant University and has earned prestigious designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College of Financial Services. His extensive knowledge and expertise make him a reliable resource for individuals seeking guidance on investments and social security in the Triangle area.
Having lived in the Triangle since 1998, Mark is deeply connected to the community he serves. He and his wife, Jen, are proud parents of four children and grandparents to two. Outside of his professional commitments, Mark enjoys playing softball and tennis, as well as indulging in his passion for golf. Trust Mark Courtemanche to be your dedicated partner on your financial journey, providing the insights and support you need to make informed decisions for a secure retirement.
Insurance products are offered through the insurance business Pinnacle Retirement Solutions. Pinnacle Retirement Solutions is also an Investment Advisory Practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.