About FinancialConnex

FinancialConnex, LLC, is a virtual financial planning firm focused on helping families maximize their potential for pursuing life goals through financial advice. By combining the efficiencies of cutting-edge technology with the guidance of experienced CERTIFIED FINANCIAL PLANNERS™, our professionals are able to help in the areas of insurance, retirement, investment, and distribution planning.

How close are you to achieving your life goals?

Whether you are starting out or need advanced planning advice, our team of professionals is here to help. With the convenience and safety of our virtual office, your only hurdle is starting the process.

Highlighted CFP® Professional

Mark Koppelmann, MBA, CFP®

Mark Koppelmann, MBA, CFP®

LPL Registered Principal

Combining more than 20 years of industry experience with a client-centered approach to financial planning, Mark offers specialized advice and customized guidance to families. Mark holds the series 7, 66, and 24 securities registrations through LPL Financial, as well as Life and Variable Annuities licenses. He is a CERTIFIED FINANCIAL PLANNER™  with a primary focus on the planning needs of individual families. Mark is a graduate of the University of Georgia and recognized in the Bulldog 100.