Broker Check
Mark Cline

Mark Cline

Sr. Wealth Advisor

Mark A. Cline has been an independent consultant for 20 years, strategically advising and eagerly learning about the most effective and modern ways to serve his clients. Located near The Villages, FL, he especially assists in budgeting for retirement to ensure the least stressful and most enjoyable lifestyle. He holds certification and licensing in Life and Long-Term Disability Insurance, Annuities, as well as, Securities Licensed Series 7,6,65,63, and Series 26.


His own life experience has taught him that life is ever-changing. Prior to financial consulting, he worked his way up the ladder in the yachting industry, starting as a steward, earning his 100-ton Master, Yacht Captain’s License, and significantly collaborating in the formation of the U.S. SuperYacht Association of which he was Charter Member & Treasurer for 9 years. This association was formed for U.S. based businesses to market directly to the Superyacht industry. After 12 years of existence, as a not-for-profit organization, it boasts over 350 members strong from small business owners to well-known U.S. ship builders. Mark found a way to develop a business model that merged his dearest passions: yachting, finances, and helping others.


Learning amidst his own positive and negative experiences and other peoples mistakes, Mark has a wide range of knowledge regarding smart and efficient ways to plan for the future. Working with one individual or couple at a time, he caters to their specific needs and goals rather than a set model for every household. With Marks experience, access to financial products and resources, and his knowledgeable team of independent consultants,CFG Capital Management is sure to successfully work towards helping you find the best plan for both your immediate needs and fulfilled future. 


NAM Adv Part 2B Disclosures for Mark Cline