About Richard Mark Allison, CFP®, CASL®, CMFC®

President, Marian Financial Services, Inc.

Rick has been a practicing Certified Financial Planner® since December 1, 1992. With over 33 years of experience, he provides fee-only fiduciary advice to individuals and families in Florida and select other states.

Credentials

• Certified Financial Planner® (CFP®) - ID# 45467
• Chartered Advisor for Senior Living (CASL®) - ID# 1067658
• Chartered Mutual Fund Counselor (CMFC®) - ID# 7431090

Licenses

• Series 65 - CRD# 1813496
• Real Estate Sales Associate - SL3177487

Philosophy

Rick believes in transparent, conflict-free advice. Marian Financial Services charges only fees — never commissions — and always acts as a fiduciary.