My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

  • Framingham State University - BA Economics

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

When Mark is not working he enjoys spending time with his wife Robin and their four grown children. Almost four years ago they welcomed their first grandchild, Kennedy Elyse Rizzo, into the family and she holds a very special place in their hearts. Mark is also an avid cyclist, logging two to three thousand miles per year on his rode bike. He also enjoys golfing and following his favorite New England and Boston sports teams.

My photos

2 albums
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