Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Framingham State University - BA Economics

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.