Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the U.S., one of the largest banks in the Northeast, and one of the largest insurance companies in the world. A widely respected figure within the industry, Mark’s long-running track record of success has continued in his new role as a Senior Vice President, Financial Advisor. His insight and experience enable him to offer clients exceptional advice and guidance on their journey along the path to a financially independent future.
Over the past 30 years, Mark has been profiled in many industry publications and has earned numerous awards and accolades. Forbes has recognized Mark on the Forbes List of Top Financial Security Professionals (2021-2023)*, America’s Top 250 Wealth Advisors1 as well as a Best-In-State Advisor.2. In addition, he has been named a Barron’s Top Advisor3 for 12 years and as the top ranked independent advisor in the state for five of those years. NJBIZ selected Mark for the inaugural Leaders in Finance awards program4 and as one of the Top Forty Under 40 honorees5. Other achievements include being named to the Top Advisor list by the Financial Times6, becoming a Research magazine Advisor Hall of Fame inductee7, and being awarded Advisor of the Year by Boomer Market Advisor magazine8. He was also named a FIVE STAR Wealth Manager (2017-2023)9. He often serves as a resource for both local and national media.
The average retirement age in the U.S. is 61, according to a 2022 Gallup survey. But the target age for retirement is 66.
The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. But in 2022, it failed to deliver the goods, declining about 16%.