Mark Dorfman
Chief Executive Officer
As a highly respected Financial Advisor, Mark brings decades of experience and wisdom advising high net worth individuals, business owners and corporate executives on investment and insurance portfolios. His goal is to help his clients grow and protect their wealth. Mark simplifies the complexities of financial planning matters and helps his clients reach their financial goals, however ambitious they may be. He believes we can all reach a higher level of success with “no tsuris” (no trouble).
Back to Our Team
Watch an introductory video from our CEO, Mark Dorfman
Timing the Markets
Our Views on Bonds
Getting a Second Opinion from a Financial Advisor
What Is Time Horizon?