Mark Orvin, Cfp®, Cima® Email & Phone Number

(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.

Listed skills include Direct Sales, Saas, Management, Solution Selling, and 13 others.