Contact Info

Mark Rougas
CFP®
Financial Advisor
P: 616-451-4228

Before Mark joined our team in 2022, five years as a financial planning specialist prepared him perfectly for his role as a financial advisor here at Grand Wealth Management.

“In my prior role, I put together customized financial plans for advisors nationwide,” says Mark. “Having seen what works and what doesn’t, I found Grand Wealth’s comprehensive approach very appealing. I wanted to be a part of it.”

Mark’s experience and credentials appealed to us as well. It’s been a natural progression for him to assist in preparing financial plans, while becoming more personally involved in direct client engagements. Mark also is excited about Grand Wealth’s emphasis on continuing education. He looks forward to pursuing a master’s degree in finance or business and developing areas of expertise we can add to our continuum of client care.

Mark holds a Certified Financial Planner™ certification. Before joining Grand Wealth, he was a financial planner for a pair of affiliated Grand Rapids firms that offer financial planning and investment strategy support to financial advisors nationwide. He was briefly in the banking industry prior to that.

Originally from Chicagoland, Mark and his wife consider Grand Rapids their home, where they are raising their young daughter. Their dog Hank is half Pomeranian and half husky—an unusual combination, but perfect for the winter walks they love taking in area parks. Mark’s personal interests include soccer (he is an avid fan and former youth coach) and music. He played the cello in his youth, and he just may see if his daughter would like to do the same as she grows up.

Education

  • Bachelor of Science, Finance, Cornerstone University

Professional Certifications

  • CERTIFIED FINANCIAL PLANNER professional
PHONE: 616-451-4228
TOLL-FREE: 877-451-4228