Mark Kaizerman, CPA/PFS, CFP, ChFC, CLTC

Experience

• 

  Elmer Fox Westheimer & Company

  Jan 1977 - Jan 1978

  Staff Accountant
• 

  Stavisky, Shapiro & Whyte

  Jan 1978 - Jan 1981

  Accountant
• 

  W. F. Wood Corporation

  Jan 1982 - Jan 1986

  Vice President, Finance
• 

  IDS/American Express Financial Advisors

  Jan 1986 - Jan 1994

  District Manager/Gold Team Financial Advisor
• 

  Osaic

  Jan 1994 - now

  Managing Executive

  Mark H. Kaizerman is a Registered Representative of and offers securities, products & advisory services through Osaic Wealth, Inc. member FINRA/SIPC, a registered broker dealer and registered investment advisor. In this regard, this communication is stricly intended for individuals residing in the states of California, Florida, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina and Virginia. No offer may be made or accepted from any resident outside the specific states referenced.Mark H. Kaizerman is an investment adviser under Kaizerman & Associates, a registered investment advisor offering advisory services in Massachusetts. As such, these services are strictly intended for individuals residing in Massachusetts. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services, tax preparation, fixed and/or traditional insurance services offered through Kaizerman & Associates. Osaic Wealth is separately owned and the entities and/or marketing names, products, or services referenced here are independent from Osaic Wealth. Beneficiary Directory is not affilliated with Osaic Wealth Inc, or registered as a broker dealer or investment advisor. Show less

• 

  Kaizerman & Associates

  Jan 1994 - now

  Managing Principal and Founding Partner

  Fee Based Financial Planning Firm focused on planning concerns for those age 50+, which included retirement plan distribution strategies, long term care planning, income and estate tax issues. We develop and implement comprehensive written financial plans aimed at aligning our client's goals, resources and behaviors. Our Firm believes that the dominant factor in determining long-term financial success is not market performance, but rather an individual's own behavior to financial events. To that end, we pay particular attention to helping our clients behave in a manner consistent with their long-term plan. Show less

• 

  Beneficiary Directory

  Jan 2004 - now

  Author

  Creator and Author, Beneficiary Directory - Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, and the Beneficiary Directory Workbook. Our Company markets the Beneficiary Directory products and training materials to both the public and professional advisors, In addition, we offer educational workshops aimed at helping individuals understand what is required to have an effective estate plan and Put Your Life In Order (PYLIO).The Beneficiary Directory allows you to answer these Four Key Questions which are critical for planning success:1. What documents do I need?2. How will my beneficiaries find these documents?3. Who should have access to these documents, and when?4. Who will best advise my beneficiaries?Imagine - One File. One Location. One Call. Show less