Mark has been providing conservative financial advice and insurance services to his clients since 1982. He is currently the Senior Vice President of International Planning Alliance, LLC and the Investment Specialist of the firm with offices in Fairfield and Shrewsbury, New Jersey.
Mark provides individuals, families and businesses with financial strategies for wealth accumulation and protections while aiming to minimize risk & lowering taxes. His mission is to educate and guide clients towards their maximum wealth, by helping them make intelligent money decisions. Mark helps his clients to enjoy their wealth over their lifetime with family and charities and still leave a legacy to their heirs.
Mark’s experience allows him to conduct seminars before medical associations, hospitals, unions, CPA Societies, corporate retiree groups, and large corporations; covering a wide variety of financial topics. He is the author of several articles on financial planning and has been a quest speaker on radio and television programs. He is a past President of the Central New Jersey Estate and Financial Planning Association. Mark is also a member of the Society of Financial Service Professionals, The National Committee on Planned Giving, and has been approved for registration in the National Football League Financial Advisors Program.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0C82898.