Cpa/Pfs Mark Kaizerman Cfp, Chfc, Cltc

Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC, is an accomplished financial professional and entrepreneur with extensive experience in financial planning and education. As the founding partner of Kaizerman & Associates since 1994, Mark has focused on providing comprehensive financial planning for clients aged 50 and older, addressing retirement strategies, long-term care planning, and tax issues. Mark is also the author of "Beneficiary Directory" and offers related training and workshops aimed at improving estate planning understanding. Currently, Mark explores interests in video and photography as a content creator for a YouTube channel, while continuing to serve as managing executive at Osaic Wealth, Inc. Educational credentials include an MBA from Babson F.W. Olin Graduate School of Business and a BBA in Accounting from UMass Amherst. Mark's previous roles include district manager at IDS/American Express Financial Advisors and various financial positions in prior companies.