Mark Robert Bova
CFP®, CIMA®Professional Summary
Mark Robert Bova, CFP®, CIMA®, who also goes by Mark R Bova, is a registered financial advisor currently at LENITY FINANCIAL, INC. located in Geneva, Illinois. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Business Services
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
Specializations
Biography
Lisa Conrath-Bova and Mark Bova are the co-founders (wife/husband team) with more than 36 years combined experience collaborating with entrepreneurs, professionals, and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. Located at 25 N. River Lane, Suite 1157 in Geneva, they are compassionate and knowledgeable wealth managers whose process is rooted in financial planning. They can be reached at 630.948.3330, info@lenityfinancial.com, and...
Other Aliases
Mark R Bova
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
LENITY FINANCIAL, INC. | SIMPLY BETTER CHOICES, LLC
Contact Information
Main Address
724 West State Street Suite A, Geneva, IL 60134Phone Number
(630) 948-3330# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
62AUM (Assets Under Management)
$87,194,256Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/25/2016)
(5/26/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Robert Bova's CRS (Customer Relationship Summary).
Services Offered by Mark
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Business Services
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
Similar Advisors
J.P. MORGAN SECURITIES LLC
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