After graduating from Boston College in 2008 with a BA in Economics, Mark Orvin, CFP® began his career in wealth management and partnered with financial advisors across the Northeast to preserve their clients' wealth, prepare for healthcare expenses and create comprehensive wealth management strategies. After meeting with hundreds of advisors, Mark saw firsthand that the vast majority of them simply wanted to manage their clients’ investments or sell them insurance. That experience inspired Mark to become a financial advisor because of his passion for teaching his clients all the steps and strategies available to them to build, enjoy and pass on their wealth.
Mark is a member of the Boston College Club & Courageous Sailing Club. In his free time, you can find him golfing, sailing, skiing, or spending time with his wife Sarah and son Charlie.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.