| |
 |
 |
Harris SBSB Team
|

|
|
|

|
Mark Johannessen is one of the founding professionals of Harris SBSB, a service of Harris Private Bank. Specializing in retirement planning and asset management, he advises individuals, businesses and associations on a variety of financial planning issues.
Mr. Johannessen is the immediate past Chairman of the Board for the 25,500-member Financial Planning Association (FPA) and served on the FPA’s Board of Directors from 2003-2009.
Prior to serving on FPA’s National Board, Mark held several positions in the leadership of FPA National Capital Area, including President, was a facilitator of Regional leadership workshops and served on FPA’s Chapter Leadership Resource Council (CLRC).
Mr. Johannessen was the 2005 recipient of the Financial Planner of the Year Award from the FPA - National Capital Chapter.
After the September 11, 2001 tragedy, Mark initiated the design and implementation of FPA’s pro-bono financial planning relief effort for victims’ families. In 2002 he was recognized by Financial Advisor magazine as one of the “Future Stars of Financial Planning” and Washingtonian magazine’s Money Matters List of Financial Professionals. He is often quoted in the press on a variety of financial planning issues.
Mark received a BS in Economics and Political Science from the University of Utah in 1985, and has been a Certified Financial Planner™ professional since 1991. Mark was an adjunct professor of financial planning for the Florida Institute of Technology (Alexandria, Virginia campus) from 1999 through 2002, where he taught retirement planning to CFP® candidates.
Mark is active in his local community, having served as president and board member of the University of Utah Alumni Chapter of Washington, DC and as president of the Catholic Business Network of Montgomery County (MD).
Harris SBSB™ is a brand name used by Sullivan, Bruyette, Speros & Blayney, Inc. an SEC registered investment advisor.
Estate planning requires legal assistance, which Harris SBSB™ does not provide.
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.
Harris Private Bank is a trade name used by various financial service providers in the Harris Financial Corp.
|
|
 |
 |
Contact Us |
 |
 |
 |
For information on how to start a relationship with Harris SBSB, contact us. |
 |
 |
 |
|