Talk to sales Try for Free
Mark Dorfman

Mark Dorfman

Financial Advisor

Followers of Mark Dorfman3000 followers
location of Mark DorfmanNew York City Metropolitan Area

Connect with Mark Dorfman to Send Message

Connect

Connect with Mark Dorfman to Send Message

Connect

  • Timeline

  • About me

    CEO of a 30+ Year Wealth Management Firm Headquartered in New York

  • Education

    • Boston University - School of Management

      1982 - 1985
      Bachelor's degree Finance and Financial Management Services

      Degree in Finance

    • The American College of Financial Services

      1986 - 1988
      ChFC, CLU Finance and Risk Management

    • SUNY Brockport

      1980 - 1982

  • Experience

    • Capital Analysts Incorporated

      Apr 1985 - Jan 1988
      Financial Advisor

      Developing deep knowledge of financial planning for high net worth individuals with an emphasis on tax, investment and insurance products while developing a client base.

    • TheBestGA

      Apr 1988 - now
      CEO

      National insurance brokerage firm servicing licensed and qualified life insurance professionals.

    • Oberlander Dorfman Inc.

      Apr 1988 - now
      Principal

      Independent financial advisory firm to high net worth families, business owners and corporate executives.

    • Nosuris

      Jan 2013 - now
      CEO

      New York based Registered Investment Advisory focused on retirement plan assets.

    • ODI Financial

      Jan 2016 - now
      Chief Executive Officer

      A comprehensive financial services firm offering investment advisory, wealth management and retirement planning through its three operating companies:→ Oberlander Dorfman, Inc., one of the most successful financial planning firms in New York→ TheBestGA.com, a national insurance brokerage firm→ Nosuris, a New York based Registered Investment Advisory firm

  • Licenses & Certifications

    • Chartered Life Underwriter (CLU)

      The American College of Financial Services

    • Chartered Financial Consultant (ChFC)

      The American College of Financial Services
      Oct 1988

  • Volunteer Experience

    • Chairman - Top of the Table

      Issued by MDRT on Oct 2007
      MDRTAssociated with Mark Dorfman

    • Divisional Vice President

      Issued by MDRT on Jan 2003
      MDRTAssociated with Mark Dorfman