ALPERT FINANCIAL - Key Persons

Job Titles:

• Principal
• Member of the American Institute of

Mark graduated from Lehigh University in 1976 with a Bachelor of Science Degree in Business and Economics with a major in Accounting. Mark earned a Masters Degree in Taxation from Bentley College in 1986. Mark earned the CPA (Certified Public Accountant) designation in 1979. Mark is a registered representative of LPL Financial. He has successfully completed his Series 6 (Investment Company Products / Variable Contracts Limited Representative Exam), Series 63 (State Securities Law Exam), Series 65 (Uniform Investment Advisor Law Exam) and Series 7 (General Securities Representative Examination) registrations, which are held through LPL Financial and is licensed for health and life insurance with the Commonwealth of Massachusetts Division of Insurance. Mark has been providing accounting and tax services to small business and individuals since 1979. Mark is a member of the American Institute of CPA's and the Massachusetts Society of CPA's. Mark is married and resides in Norwell, MA with his wife, Karen. When not working with clients, Mark enjoys dining out, vacationing, and kayaking with his wife. He also looks forward to seeing and sharing a laugh and a story with one or all of his adult children, his daily workout at the YMCA, and a relaxing round of golf.