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Mark Dorfman.jpg

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?