MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, was recently named one of Forbes Top 250 Wealth Advisors of 2018. Mark was chosen out of 25,732 nominees to this elite list of 250 recipients.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. To learn more about the Forbes Top 250 Wealth Advisors Award, click here.
This is Mark’s second year on the Forbes Top 250 Wealth Advisors list and is just one of the numerous awards and accolades he has received since founding MACRO Consulting Group in 1992.
As founder and Senior Partner, Mark cultivates long-term rewarding relationships with clients so that together, we can build their financial future. Over the years, Mark has played a vital role in establishing MACRO Consulting Group’s reputation for their compassionate approach to financial planning. Mark’s extensive background in the financial services industry paired with his personalized approach to investment advisory and retirement planning sets him apart in the field.