Meet Mark

MassMutual financial professional.

Financial Advisor

Mark Wolpert

CASL®

Focus areas

Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Education

Languages

English

Professional Story

My goal as a financial advisor is to provide individuals, families, and business owners with assistance in building financial freedom.  I have the skills, knowledge and experience required to help meet each client's established goals. My personal goal is to become a lifetime resource for each and every client. 

Areas of focus:  

Cash flow management and debt reduction
Asset protection
Investment allocation
Pension options and distribution
Employee stock options
Tax-efficient strategies
Retirement funding alternatives
Business succession planning
Wealth transfer and estate planning

Education

Bachelor's degree in Economics, University of Wisconsin

Hobbies

Tennis, Golf, Softball

Affiliations & Memberships

Million Dollar Round Table qualifier - 1998 - 2019, MassMutual Leaders Conference - 2017-2019, MetLife Platinum Conference - 2012-2016, MetLife Leaders Conference - 1998-2011

CRN202505-2385114

Check the background of this investment professional on FINRA's BrokerCheck

MassMutual Central US

100 S 5th St Unit 2300
Minneapolis, MN 55402
Connect with us612-333-1413612-333-9041Get Directions

Check the background of this firm on FINRA's BrokerCheck.

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 100 S 5th St Unit 2300, Minneapolis, MN 55402, Phone: 612-333-1413.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.