Mark Mappa is the founder, president, and managing principal at Mappa Wealth Management. He has over 30 years of experience in financial planning and wealth management. Mark specializes in developing long term financial plans to assist individuals and families in meeting their lifelong financial goals and objectives. Mark also specializes in retirement distribution planning by helping clients manage their assets and income needs during their retirement years.

As an independent financial advisor, Mark is able to provide objective advice that is tailored to meet each client’s specific and individualized situation. Everyone’s situation is different and Mark understands that everyone will need a different strategy to meet their goals.

Mark’s years of experience as an independent advisor has led to a philosophy and perspective about financial planning that he incorporates in the strategies he develops for each of his clients. While everyone’s strategy is different, Mark believes that the underlying philosophy of successful financial planning includes:

• Investing like the wealthy
• Protecting the downside of your investments
• Always thinking outside the financial box
• And lastly (and perhaps most importantly) Think cash flow, not rate of return. Because you can’t spend rate of return.

Mark has a Master of Science Degree in Financial Services (MSFS) and has earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), Certified Fund Specialist (CFS), Certified Estate and Trust Specialist (CES), and Certified Income Specialist (CIS) designations.

Mark is the author of the book Cash Flow Is King which is based on what he has learned and experienced in his 30-plus years in financial services and about his clients’ expectations for their retirement. The book is a primer on how we all should truly think about money, savings, investments, and retirement. He has also been a guest speaker on the television show The Stock Market Observer and has written numerous articles on financial planning.

Securities and Investment Advisory Services offered through Woodbury Financial Services, member FINRA / SIPC  Woodbury Financial is not affiliated with Mappa Wealth Management. Woodbury Financial does not provide tax or legal advice.
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