MARK FONVILLE, CFP

Mark Fonville, CFP®

Managing Partner and Financial Advisor

Mark has gained unique perspective of the financial services industry during his 18 years of experience.  

 

Mark has trained 100s of financial advisors on investment strategy and practice management. He served as the Regional Director for Loring Ward, an investment management firm located in San Jose, CA with over $17 billion in assets. He also led a team of consultants at Wachovia Securities where they were responsible for training the firm's 15,000 financial advisors on investment advisory best practices.

Additionally, Mark has been featured in Kiplinger Magazine and the New York Times. He is an accomplished public speaker on investment management and strategy, having spoken across the country at events for the Financial Planning Association, New York Life, Commonwealth Financial, Cambridge Investment Research, among others.

Education and Designations:

  • Bachelor of Science in Finance, Virginia Tech (2001)

  • Certified Financial Planner™ Professional (CFP®)

  • College for Financial Planning, CFP Professional Development

  • Series 66 License

Memberships:

  • Financial Planning Association

  • National Association of Personal Financial Advisors (NAPFA)

  • Fee-Only Network

Hobbies and Interests:

  • Reading

  • Boating and fishing

  • Running and cycling (spin)

  • JDRF - Juvenile Diabetes Association

  • Children's Hospital of Richmond

  • St. Mary's Episcopal Church

Mark and his wife Katherine live in Richmond, VA with their three children. 

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Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. 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. *AUM as of June 30, 2018