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CA Insurance License #: 4151013
Mark is dedicated to empowering individuals, families, and business owners to achieve their financial goals and secure their financial futures. Mark specializes in comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies.
Mark believes in building long-lasting relationships with his clients based on trust, transparency, and personalized guidance. By understanding each client’s unique financial situation, goals, and risk tolerance, Mark will develop customized financial solutions tailored to their specific needs.
Whether you are planning for retirement, saving for your children’s education, or seeking to build and preserve wealth, Mark is here to guide you every step of the way.
Not only is Mark committed to his practice and clients, but in his personal time he enjoys listening to live music, staying active, playing pickleball, and bike riding. Mark graduated from Bryant University and currently resides in Cranston, RI with his girlfriend, Jennifer, and two rescued pit bulls, Penny and Nugget.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
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