Mark Courtemanche, Certified Social Security Consultant
Mark Courtemanche
Investment Advisor, Pinnacle Retirement Solutions
Professional Profile
Meet Mark Courtemanche, a seasoned Investment Advisor at Pinnacle Retirement Solutions in North Carolina, where he has dedicated over 35 years to providing expert financial guidance to retirees and those approaching retirement. As a second-generation advisor with a wealth of experience, Mark is committed to helping his clients navigate the complexities of investment and insurance services, ensuring they can confidently secure their financial futures.
As a holder of the NSSA® Social Security certification, Mark Courtemanche brings specialized knowledge of Social Security planning to every client relationship.
Mark holds a Bachelor's degree in Finance from Bryant University and has earned prestigious designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College of Financial Services. His extensive knowledge and expertise make him a reliable resource for individuals seeking guidance on investments and social security in the Triangle area.
Having lived in the Triangle since 1998, Mark is deeply connected to the community he serves. He and his wife, Jen, are proud parents of four children and grandparents to two. Outside of his professional commitments, Mark enjoys playing softball and tennis, as well as indulging in his passion for golf. Trust Mark Courtemanche to be your dedicated partner on your financial journey, providing the insights and support you need to make informed decisions for a secure retirement.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.