Investment & Retirement

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As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering an objective financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication.

Mark helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies to help accomplish what is important to them.

Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 securities registrations through LPL Financial. As a registered representative of LPL Financial, he has experience in Retirement Planning, Wealth Management, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans.

As a CFP® and CFA®, Mark holds two of the more prestigious designations in the world of financial planning and asset management, and is dedicated to being an ongoing student of the Financial Planning industry. He received a BA from the Massachusetts Institute of Technology - Sloan School of Management.

Mark was elected to and serves on the Board of Selectmen in the town of Canton. He is also an Eagle Scout and Scoutmaster in his Boy Scout Troop.

Mark lives in Canton, Massachusetts.  He enjoys climbing and mountaineering.  Mark has climbed all 48 of the 4,000 footers in New Hampshire multiple times and in winter.  He has also climbed ten Colorado 14,000 foot mountains, Mt Rainier and Denali in Alaska.  He will continue to pursue the New England 4,000 footers and Colorado 14,000 footers in addition to the Seven Summits.

 

 

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA).  Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD.  Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA or Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value