Biography
President and founder of A1A Wealth Management, Inc., located in Fernandina Beach, Florida. Mark is also a Certified Financial Planner™ practitioner. He has over 14 years of experience as a financial advisor, having worked in the diverse yet related fields of banking, insurance, and securities brokerage.
Mark earned a Bachelor of Science degree from the University of Southern Mississippi, followed by a tour of duty in the United States Air Force as an ICBM Launch Officer stationed at Minot Air Force Base, North Dakota. He later continued his academic pursuits and earned a Master's degree in Personal Financial Planning from The College for Financial Planning in Denver, Colorado.
Mark also teaches online undergraduate finance courses for several universities across the United States.
Industry Expertise (3)
Capital Markets
Business Services
Financial Services
Areas of Expertise (3)
Retirement Income
Small Business Finance
Social Security
Accomplishments (1)
Certified Financial Planner™ professional (professional)
Affiliations (3)
- Financial Planning Association
- Toastmasters International
- A1A Wealth Management, Inc.
Links (2)
Sample Talks (1)
Savvy Social Security Planning
Everything the Baby Boomer Generation needs to know to maximize retirement income.
Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Host/MC
Social