Financial Planning

Fred Livingston, CLU, CFP, Principal
Planmark Capital Management, LLC

Fredrick J. Livingston, Planmark Capital Management, LLCPLANMARK provides outstanding client service dedicated to developing personal, trusting relationships and offer state of the art financial advice to high-income investors in the areas of  investment, retirement planning and estate planning. 

Fredrick J. Livingston, a principal in the firm has more than 25 years experience advising corporate and individual clients regarding retirement, estate and investment issues.  As a service to his clients, Fred publishes a weekly e-mail newsletter to keep them abreast of market news and trends.

Prior to founding PLANMARK in 1993, Fred was Director of Qualified Plan Services for a national benefit consulting firm and a Senior Vice President of a regional financial planning firm.  He holds a masterís degree in Business Administration from Georgia State University and an undergraduate degree from North Georgia College and State University.  Fred has been a licensed Certified Financial Planner (CFP) since 1999.  He completed the Chartered Life Underwriter (CLU) program at The American College in 1982 and completed graduate course work in Advanced Pensions, Retirement Plan Design, Estate and Business Planning.

Fred is a member of the Financial Planning Association.  He is an Investment Advisor Representative with Linsco/Private Ledger and a licensed insurance counselor.  He is a native of Valdosta, Georgia, a 30-year resident of metro Atlanta and a member and charter president of the North Fulton Rotary Club.

 

Atlanta - Roswell, Georgia
770.998.4769

© 2001 - 2014 The Renaissance Communications Group, Inc.
All Rights Reserved