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Mark A. Goldman
BA Economics
Franklin and Marshall College
Lancaster, Pennsylvania
MBA Corporate Finance
The Wharton Graduate School
University of Pennsylvania
Philadelphia, Pennsylvania
Chartered Life Underwriter since 1977
Registered Investment Advisor
in the State of Washington and New Jersey
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25+ years in the financial services industry either as a stockbroker, life insurance agent, registered investment advisor, or developer of financial and estate planning software.
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Inventor and developer of GOLDPLAN® technology.
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Licensed to sell life insurance in a number of states.
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Eligible to act as investment advisor in most states.
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Fee based consulting.
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