Bringing a strong background in investment analysis, Mark joined Private Advisor Group in 2017 and now serves as a financial advisor. Mark is a CERTIFIED FINANCIAL PLANNER® professional who helps executives and business owners reduce taxes and create generational wealth through comprehensive planning. Typically, these strategies include retirement and estate planning, cash-flow planning, tax planning, college planning, and insurance planning.
As a fiduciary, Mark’s mission is to listen to his clients address their concerns, and he works hard to ensure their plans are focused on what really matters to them. He focuses on liquidity needs and tax-savings at every life stage.
He is determined to understand his clients’ unique situations and help identify their needs, educate them, offer strategies, implement a tailored plan, and monitor their progress. Mark runs a long-term relationship-driven business, creating true connections with his clients and their families.
He graduated magna cum laude with a double B.S. in Finance and Information Technology Management from the Stillman School of Business, Seton Hall University. His FINRA Series 7 and 66 registrations are held at LPL Financial, as well as life, accident, and health insurance licenses. He is a Certified Plan Fiduciary Advisor (CPFA®) and helps business owners design and manage employer-sponsored retirement plans.
Mark lives with his wife in Middletown, NJ. He is an avid car-enthusiast and enjoys traveling, cooking, and anything outdoors. He is a fluent Spanish speaker.
CA Insurance License #4362042
Mark A. Morgan Jr, CFP®, CPFA® | Financial Advisor
