Senior Partner Mark Cortazzo Selected as a Forbes Top Advisor for Fourth Time
MACRO Consulting Group’s Senior Partner, Mark Cortazzo, CFP®, CIMA®, has been selected as one of the Forbes Top 250 Wealth Advisors for the fourth time.1 He was chosen for this prestigious honor out of 32,325 nominees.
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 recognition is one of many awards and accolades that Mark has received over the course of his career.
As the founder of MACRO Consulting Group, Mark has built a firm that cultivates long-term rewarding relationships with clients so together, we can build their financial future. Mark and the MACRO Consulting Group team have extensive experience in the industry and a track record for success in developing custom-tailored financial plans to meet our clients’ specific goals.
1. 2016, 2018-2020
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