Royal Alliance Associates
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.
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Royal Alliance Associates
Put Our Strengths To Work For You. The high-performing professionals we serve rely on the resources we offer as a part of one of America ’s largest networks of independent advisors. Our customer-driven approach is focused on meeting the unique demands of your business; we never forget that supporting your business is our business. Our strengths, together with those of our valued advisors, provide powerful momentum to meet the next generation of challenges and opportunities. We are the broker-dealer with: • Our incredibly liberating All Ways Open ArchitectureSM • Flexible technology geared to your way of thinking • Proven resources to enhance your growth • Service and support that meets the unique demands of your business • Leadership that listens and responds to your ideas Royal Alliance Associates, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://royalalliance.com/disclosures/socialmedia