Mark Lantz Email & Phone Number

I provide solutions to help you reach your goals.Focused on delivering excellence to each client.Serving Corporate and Professional clients in: Investment Strategies and Wealth Management Retirement Planning Business Insurance - Executive Compensation Individual Financial Planning Call me for a confidential meeting.Direct: (412) 837-4305Lantz.Mark@principal.com 2100 Georgetown Drive Suite 100Sewickley PA 15143EXPERIENCE:• Providing unique and creative solutions to individual and business clients for over 30 years• Management Executive - Experienced in Financial Services with a prior career as a CFOEDUCATION & CREDENTIALS:• Executive Certificate in Financial Planning – Duquesne University • B.S.B.A. – Robert Morris University• FINRA Series 53, 24, 6, 7, 63, 65 securities registrations• Life, Health and Accident, Property and Casualty insurance licensesINTERESTS:• Pittsburgh cultural activities, Insurance Club of Pittsburgh• Member of Financial Planning Association, sponsor of Estate Planning Council• Volunteering: St. Jude Research Children’s Hospital, Ronald McDonald House, Family Links (past board member), Greater Pittsburgh Community Food Bank (past Finance Committee member), Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Mark Lantz, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative. Mark Lantz is not eligible to offer securities and insurance products in all states. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.©2019 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. 979901-102019

Listed skills include Pension Plans, Retirement Planning, Mutual Funds, Estate Planning Strategies, and 30 others.