Mark Orvin, CFP

Mark Orvin, CFP I Teach People in their 20s, 30s and 40s How to Create Wealth No offers may be made or accepted from any resident of any other state.

Back in 2008, I started my career in finance right before the housing bubble burst and the world fell into The Great Recession. Over the next 3 years, I worked directly with hundreds of financial advisors as they guided their clients through the scariest period of economic history since The Great Depression. I learned two things:

1) Financial literacy is essential for individuals and families to

flourish
2) Financial literacy is rare

For some reason, we decided it was important to teach all our kids how to calculate the area of a triangle, but not how to manage money or make smart financial decisions. As a result, too many people feel overwhelmed by their finances and hamstring their futures by making wealth destroying mistakes and missing wealth creating opportunities. It took me a few years, but eventually the lightbulb went off, and I started down the path to become a financial planner and teach these lessons myself. 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.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org 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.

May all that is beautiful, meaningful, and brings you joy be yours this holiday season and throughout the coming year. ...
12/24/2022

May all that is beautiful, meaningful, and brings you joy be yours this holiday season and throughout the coming year.

Wishing you a wonderful holiday filled with the warmth and happiness of the season. Happy Thanksgiving!
11/24/2022

Wishing you a wonderful holiday filled with the warmth and happiness of the season. Happy Thanksgiving!

Wishing you a spook-tacular Halloween and a great fall season this year! Happy Halloween!
10/31/2022

Wishing you a spook-tacular Halloween and a great fall season this year! Happy Halloween!

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure ...
09/27/2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we...

The attacks of September 11th were intended to break our spirit. Instead, We have emerged stronger and more unified. Tak...
09/11/2022

The attacks of September 11th were intended to break our spirit. Instead, We have emerged stronger and more unified. Take time today to remember those we lost on this day 21 years ago.

You deserve a big celebration for getting the job done every time. This is your day to relax, unwind, and enjoy the comp...
09/05/2022

You deserve a big celebration for getting the job done every time. This is your day to relax, unwind, and enjoy the company of good friends. Happy Labor Day!

As we celebrate our nation's independence, let's remember our past leaders who lost their lives in the battle for the fr...
07/04/2022

As we celebrate our nation's independence, let's remember our past leaders who lost their lives in the battle for the freedom we are enjoying today. Have a wonderful Independence Day!

Wishing you a Happy Father's Day! Thank you dads for your guidance, motivation, and wisdom.
06/19/2022

Wishing you a Happy Father's Day! Thank you dads for your guidance, motivation, and wisdom.

This year has been tough for investors, not just because stocks have fallen but also because bondshave not helped mitiga...
06/15/2022

This year has been tough for investors, not just because stocks have fallen but also because bonds
have not helped mitigate those losses as they have historically done. Learn more here: https://bit.ly/2AYbWva

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. https://bit.ly/2AYbW...
06/08/2022

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. https://bit.ly/2AYbWva

Interested in building your own personal financial plan? Contact today. https://bit.ly/3xcCR44
06/02/2022

Interested in building your own personal financial plan? Contact today. https://bit.ly/3xcCR44

We start with your goals & priorities and build a custom wealth system just for you. We can take care of your financial planning needs! Call today!

Address

Boston, MA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16174318685

Website

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