Mark Orvin, Cfp®, Cima® Email and Phone Number
Mark Orvin, Cfp®, Cima® work email
- Valid
- Valid
- Valid
Mark Orvin, Cfp®, Cima® personal email
- Valid
Mark Orvin, Cfp®, Cima® phone numbers
(617) 431-8685 | mark.orvin@lpl.com | www.markorvin.com I started my career in finance in 2008 right before the housing bubble burst, markets crashed and the Global Financial Crisis spread around the world. Over the next 3 years, I worked directly with hundreds of financial advisors as they guided their clients through the most difficult period of economic history since The Great Depression.I learned two things:1) Financial literacy is essential to achieve financial freedom2) Financial literacy is rareFor some reason our schools believe it’s important to teach kids how to calculate the area of a triangle, but they don’t believe it’s important to teach them about money or how to make smart financial decisions.As a result, most people don’t understand how to make the most of their money, navigate the ‘Confusopoly’ that is our financial system or protect their wealth from the ravages of inflation (which, by the way, is NOT 2% or the ‘CPI’).It took me a few years, but eventually I decided to become a financial planner myself and teach the next generation everything they should have learned about money, but didn’t.I earned my certificate in financial planning from Boston University and my certificate in Investment Management Theory & Practice from Yale. I became a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® professional, a licensed instructor for the Financial Educators Network™, and I started an independent financial planning practice at LPL Financial.Today, I teach people in their 20s, 30s and 40s how to create wealth and achieve financial freedom.If you want to learn more go to www.markorvin.com and schedule a conversation today. No cost, no obligation - just free information.If you wish to contact me for business reasons, please call (617) 431-8685 or use the following email address: mark.orvin@lpl.com. I cannot respond to any communications or questions about the financial services industry via LinkedIn.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (http://www.finra.org, http://www.sipc.org).Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
-
Wealth AdvisorLpl Financial Nov 2019 - PresentSan Diego, Ca, Us• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. -
Licensed InstructorFinancial Educators Network May 2021 - PresentBeaverton, Oregon, UsThe Financial Educators Network® brings investor education to adults via the classroom. Since 2001, over 500,000 people have attended our adult financial education courses which are held at colleges, schools, universities nationwide, and now online everywhere.I am excited to join their mission as a Licensed Instructor for their Wealth Creation Today® virtual course. Click the link below for the course outline and upcoming dates. -
Financial AdvisorMorgan Stanley Oct 2015 - Nov 2019New York, Ny, Us -
Account Executive - Federal GovernmentPegasystems Aug 2013 - Sep 2015Cambridge, Ma, Us -
Sr. Business DevelopmentPegasystems Jan 2012 - Jul 2013Cambridge, Ma, Us -
Annuity And Long-Term Care Insurance WholesalerSun Life Financial Jul 2008 - Jan 2012OoHelped hundreds of Financial Advisors in New England, New Jersey and New York protect their clients' wealth, prepare for healthcare expenses and create comprehensive retirement plans and wealth management strategies.
Mark Orvin, Cfp®, Cima® Skills
Mark Orvin, Cfp®, Cima® Education Details
-
Yale School Of ManagementInvestment Management Theory And Practice -
Boston UniversityFinancial Planning Program -
Boston CollegeEconomics -
Porter-Gaud School
Frequently Asked Questions about Mark Orvin, Cfp®, Cima®
What company does Mark Orvin, Cfp®, Cima® work for?
Mark Orvin, Cfp®, Cima® works for Lpl Financial
What is Mark Orvin, Cfp®, Cima®'s role at the current company?
Mark Orvin, Cfp®, Cima®'s current role is I Teach People in their 20s, 30s and 40s How to Create Wealth.
What is Mark Orvin, Cfp®, Cima®'s email address?
Mark Orvin, Cfp®, Cima®'s email address is mo****@****ail.com
What is Mark Orvin, Cfp®, Cima®'s direct phone number?
Mark Orvin, Cfp®, Cima®'s direct phone number is +191425*****
What schools did Mark Orvin, Cfp®, Cima® attend?
Mark Orvin, Cfp®, Cima® attended Yale School Of Management, Boston University, Boston College, Porter-Gaud School.
What are some of Mark Orvin, Cfp®, Cima®'s interests?
Mark Orvin, Cfp®, Cima® has interest in Sailing, Skiing, Skiinggolfingsailingfootballlive Music, Golfing.
What skills is Mark Orvin, Cfp®, Cima® known for?
Mark Orvin, Cfp®, Cima® has skills like Direct Sales, Saas, Management, Solution Selling, Business Development, Telecommunications, Public Speaking, Analytics, Sales Presentations, Mobile Devices, Services, Enterprise Software.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial