Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC, is a financial advisor and content creator focused on retirement, investment distribution strategies, long-term care, income tax, and estate planning. As the founding partner of Kaizerman & Associates since 1994, they have developed comprehensive financial plans tailored to individuals aged 50 and above. Mark is also the author of the Beneficiary Directory system, which helps individuals organize important documents for their heirs, and they actively engage as a speaker in workshops and seminars. Currently, Mark creates content on their YouTube channel, "Mark Exploring New Stuff," where they explore interests in video and technology. They are pursuing an MBA from Babson College and hold a BBA in Accounting from UMass Amherst.
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