Mark Orvin, Cfp®, Cima®

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

I Teach People in their 20s, 30s and 40s How to Create Wealth @ LPL Financial
Mark Orvin, Cfp®, Cima®'s Location
Boston, Massachusetts, United States, United States
Mark Orvin, Cfp®, Cima®'s Contact Details

Mark Orvin, Cfp®, Cima® personal email

Mark Orvin, Cfp®, Cima® phone numbers

About Mark Orvin, Cfp®, Cima®

(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.

Mark Orvin, Cfp®, Cima®'s Current Company Details
LPL Financial

Lpl Financial

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I Teach People in their 20s, 30s and 40s How to Create Wealth
Mark Orvin, Cfp®, Cima® Work Experience Details
  • Lpl Financial
    Wealth Advisor
    Lpl Financial Nov 2019 - Present
    San 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.
  • Financial Educators Network
    Licensed Instructor
    Financial Educators Network May 2021 - Present
    Beaverton, Oregon, Us
    The 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.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2015 - Nov 2019
    New York, Ny, Us
  • Pegasystems
    Account Executive - Federal Government
    Pegasystems Aug 2013 - Sep 2015
    Cambridge, Ma, Us
  • Pegasystems
    Sr. Business Development
    Pegasystems Jan 2012 - Jul 2013
    Cambridge, Ma, Us
  • Sun Life Financial
    Annuity And Long-Term Care Insurance Wholesaler
    Sun Life Financial Jul 2008 - Jan 2012
    Oo
    Helped 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

Direct Sales Saas Management Solution Selling Business Development Telecommunications Public Speaking Analytics Sales Presentations Mobile Devices Services Enterprise Software Integration Crm Financial Services Wealth Management Sales

Mark Orvin, Cfp®, Cima® Education Details

  • Yale School Of Management
    Yale School Of Management
    Investment Management Theory And Practice
  • Boston University
    Boston University
    Financial Planning Program
  • Boston College
    Boston College
    Economics
  • Porter-Gaud School
    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.

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