Mark D. Reitsma, CFP®, CMFC, AEP® in

Mark D. Reitsma, CFP®, CMFC, AEP®

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Managing Partner at Regency Wealth Management
📍 Ramsey, New Jersey, United States

Mark Reitsma is the Managing Partner and founder of Regency Wealth Management, a firm he established in 2005. He holds multiple designations including CFP®, CMFC®, and AEP®, and earned his BA from Calvin University. He is also a designated SmartVestor Pro with Ramsey Solutions.

Outside of his professional life, Mark is a family man who enjoys spending time with his wife, Laurie, and their two sons. His personal interests and hobbies include boating and playing golf.

He is a SmartVestor Pro, indicating an alignment with the specific financial principles of prominent personality Dave Ramsey.

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Experience
31 Years
Current Role
Managing Partner
Location
Ramsey, New Jersey, United States
Personality Overview

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mark cares about

Holistic Financial Planning
As a CFP® and AEP®, he helps clients with comprehensive wealth management, including asset diversification, estate issues, and charitable planning.
Ramsey Principles
His affiliation as a Ramsey SmartVestor Pro shows a commitment to a specific financial philosophy focused on debt reduction and long-term, common-sense investing.
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Career

Work history

12-2010
Managing Partner
Regency Wealth Management
2-2006 - 12-2010
Registered Principal - DBA: Regency Wealth Management, LLC / Reitsma Financial Group, LLC
LPL Financial
9-2001 - 2-2006
Senior Financial Advisor
Waddell & Reed
5-1995 - 9-2001
General Manager
Spoelstra, Inc.
In the press

Media appearances

Mark Reitsma of Regency Wealth Management Honored for Charitable Work with New York City Relief. Featured in Tri-State Voice
See now
Mark Reitsma was featured in Center Life Magazine. Featured in Regency Wealth Management (Center Life Magazine feature)
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Education
2002 - 2003
Certificate in Financial Planning
Fairleigh Dickinson University
1991 - 1995
BA
Calvin University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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