Mark Pappa Email & Phone Number

Mark Pappa is the CIO and IAR of Financial Resources Group, LLC, a fiduciary. I help retirees and wealthy individuals find ways to untax their retirement income and lessen their chance of running out of money. As the Chief Investment Officer, I manage and design allocation strategies that avoid unnecessary taxes and fees using strategies that have been on the books for decades and aren't always utilized. Mark is one of 150 advisors trained to conduct The Full Checklist Review to help people discover benefits they are owed and may not be aware of. What’s commonly uncovered during The Full Checklist Review are hidden fees, unnecessary taxes, high turnover, lack of diversification, and higher risk than advertised. A “True Advisor” also covers the non-financial aspects of your financial plan. Some examples are to help people understand the importance of titling their accounts to avoid probate or showing them how to avoid having their bank, brokerage firm, and government agencies reject their durable (financial) power of attorney, that could restrict access to their money when they need it most.These are just a few examples of the 21 items he covers to help people discover and implement a plan that’s most suited for their retirement and help them avoid common pitfalls retirees could face.When he is not servicing clients, he enjoys staying up on current events, working out, sports, and volunteering his time to civic organizations. More than anything he just enjoys being the best dad he can be for his son. Financial Planning and Investment Advisory Services offered through Financial Resources Group LLC, a registered investment advisor.

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  The University Of Connecticut

  Economics