Your Instructor's Biography

Mark T. Wise, CFP®, CRPC®

Mark has over 8 years of experience in personal finance and insurance planning. He works as an independent planner through Platinum Wealth Management Group, Inc., a financial and insurance planning firm that spans across Michigan. Mark is also an instructor at Oakland University in Rochester, Michigan, where he teaches various courses in the post-graduate CFP® certification program.

Mark is licensed as an insurance counselor and insurance agent offering life and health insurance. He holds securities registrations Series 63, 65, and 7. Mark is a Registered Representative and Investment Advisor Representative. Mark is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Retirement Planning Counselor™.

Mark graduated from Western Michigan University with a Bachelor of Science degree in Mathematics. He also completed his CERTIFIED FINANCIAL PLANNER™ certificate coursework at Oakland University and obtained his Chartered Retirement Planning CounselorTM designation from the College of Financial Planning in Colorado. He has also completed numerous courses in financial planning from various educational institutions. Mark and his wife Amelia live in Sterling Heights, Michigan with their daughter, Isabella.


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