Mark H. Kaizerman,  CFP<sup>&reg;</sup> - Financial Advisor

Mark H. Kaizerman, CFP®

CPA/PFS, ChFC

Kaizerman & Associates

10 Nouvelle Way, Unit 913
Natick, MA 01760
FINANCIAL ADVISOR'S WEBSITE
(508) 647-0830

General

Mark Kaizerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaizerman & Associates in Natick, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Personal Financial Specialist (PFS)
  • Other - CLTC, CLTC

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources