Mark Stevens is a CERTIFIED FINANCIAL PLANNER® Professional and Chartered Mutual Fund Counselor with over two decades of experience, whom aspires to be renowned for his trustworthiness and dependable service. He believes that financial planning is a deeply personal, lifelong process and leverages his extensive expertise to develop customized strategies that address life's complex financial challenges.
Mark holds a B.S. in Accounting and an MBA from Southern Connecticut State University. He is committed to giving back and supporting his community. He has served as Chairman of the Hamden Chamber of Commerce and is on the Board of Directors for the Southern Connecticut State University Foundation. In addition, he actively supports organizations like Ronald McDonald House, North Haven CERT, and the American Red Cross.
A North Haven native, Mark balances his professional dedication with an active personal life. As a dedicated golfer and member of Wallingford Country Club, Mark enjoys playing regularly and competing on the course. He also loves traveling, working out, and spending time with his wife Tina, who works in the Clinical Call Center at Yale Health. Mark takes great pride in his children.
- Christopher has followed in his professional footsteps by becoming a Financial Advisor at Stevens & Boutilier after graduating from Nichols College in 2021. Christopher graduated with a BSBA in General Business and together they work seamlessly together, blending the energy of youth with the wisdom of experience.
- Kara graduated from Syracuse University in May 2024 and is pursuing a graduate degree in Speech-Language Pathology at Southern Connecticut State University.
Mark prioritizes family and maintains a balanced approach to his professional responsibilities with personal well-being. He has a passion for mentoring and continues to promote education and self-development with his team and family.
As a Boston Red Sox Fan, Mark and his son have a shared goal of visiting all 30 MLB ballparks. So far, they have completed 15.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks