Mark Cortazzo, CFP®
Mark A. Cortazzo, CFP® is the firm’s Senior Partner. His extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades. His achievements include Worth Magazine naming him as one of “The 250 Best Financial Advisers in America”, being awarded “Super Broker” and one of the "Top 50 Independent Advisors for 2008" by Registered Rep. Magazine, being named by Reuters AdvicePoint as a "Top Advisor for 2008" in multiple categories, acceptance into the “2003 Hall of Fame” by Research Magazine, being chosen as one of New Jersey’s “Top Forty Under 40” by NJ Biz Magazine and one of "America's Top Financial Advisors" in 2008 by Fortune Magazine. Due to his success, Mark is regularly utilized as a resource for many national publications and periodicals, including The Wall Street Journal, Barrons, Kiplinger’s Personal Finance Magazine and Bloomberg Personal Finance.
A member of the Financial Planning Association and the Estate Planning Council of Northern New Jersey, Mark offers financial advice as a Certified Financial Planner™ professional, Investment Advisor Representative of SII Investments and a Retirement Planning Specialist. In addition, he specializes in financial planning for people living with life-threatening illnesses and is a frequent speaker for groups associated with this cause including the ALS Foundation, the Leukemia & Lymphoma Society and the American Cancer Society. Mark is also a frequent speaker for corporate retiree groups such as Pfizer/Warner Lambert, ExxonMobil, Merck, Viacom and AARP.
Mark holds the following registrations, licenses, certifications, and designations:
- CERTIFIED FINANCIAL PLANNER™ professional
-Series 7 Registration
- Series 24 Registration
- Series 51 Registration
- Series 63 Registration
- Series 65 Registration
- Life and Health License
- Insurance Licensed in AZ, CA, CO, CT, DE, FL, IL, MA, MD, MO, NC,
NJ, NY, OH, OR, SC, TX, VA, VT, and WI
- Securities Registered in AZ, CA, CO, CT, DE, FL, GA,
IL, MA, MD, MO, NC, NJ, NY, OH, OR, PA, SC, VA, VT, WA and WI
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