We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
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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