Mark A Kovler, J.D., C.T.P., is president of the firm, Specialty Financial Advisors. He helps retirees, families, college bound students, high net-worth individuals, and business owners achieve their retirement and financial goals. Having worked with retirement investors for many years, he knows first hand the difference that personal guidance, based on many years of education and training, can make for your financial future.
An experienced financial professional, Mark focuses on helping his clients build, protect, and preserve their wealth, all while keeping their tax liability to the lowest possible under the law. Retirement is a moving target, so investors need dynamic strategies that are tailored to their specific evolving financial needs and concerns. Advocating for his clients, Mark understands the goals, challenges and risks which his clients face and shows them how to avoid financial sink holes. Every client relationship starts with a careful and thorough analysis of financial situation, client objectives (both long and short) and other relevant variables in his clients’ affairs. Armed with a full understanding of his clients’ situation, Mark then crafts an individualized plan for wealth accumulation, estate planning, college planning and retirement goals.
Mark has a Juris Doctor degree and is a Certified Tax Professional. He is a federally licensed tax practitioner, has state licenses in insurance and has a Federal Series 65 securities license. He looks forward to helping you achieve financial security and peace of mind.