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People
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Frederick J. Livingston, CLU, CFP Principal |
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Fred Livingston has more than 25 years experience
advising corporate and individual clients regarding
retirement, estate and investment issues.
Prior to founding PLANMARK(sm) in 1993, Fred was Director
of Qualified Plan Services for a national benefit consulting
firm and a Senior Vice President of a regional financial
planning firm. He holds a master’s degree in Business
Administration from Georgia State University and an
undergraduate degree from North Georgia College and State
University. Fred has been a licensed Certified Financial
Planner (CFP) since 1999. He completed the Chartered Life
Underwriter (CLU) program at The American College in 1982
and completed graduate course work in Advanced Pensions,
Retirement Plan Design, Estate and Business Planning.
Fred is a member of the Financial Planning Association. He
is an Investment Advisor Representative with Linsco/Private
Ledger and a licensed insurance counselor. He is a native
of Valdosta, Georgia, a 30-year resident of metro Atlanta
and a member and charter president of the North Fulton
Rotary Club. |
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