 |
| For Clients Only: |
182 West Central Street
Suite 200
Natick, MA 01760
Tel: 508-647-0830
Fax: 508-647-0845
|
|
| Mark H. Kaizerman has been
a leader in providing financial planning services to individuals since
1987. Specializing in retirement planning, his firm, Kaizerman &
Associates, counsels clients in the areas of investment portfolio
design, income and estate tax planning, and long term care asset protection. He has been recognized by Worth magazine as one of the best financial advisors in the country. Frequently quoted by The Boston Globe, MetroWest Daily, WBZ and WRKO radios, and often appearing on NECN's The Susan Wornick Show, Mark has developed a reputation for providing easily understood advice that improves the quality of his client's lives. Mark is a past president of the Financial Planning Association (FPA) of Massachusetts, formerly the IAFP. Mr. Kaizerman's credentials include the following licenses or designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC) and Registered Investment advisor (RIA). He graduated with honors from the University of Massachusetts (BBA) and Babson College (MBA).
|
