The Author
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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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

  • 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. 

  • Inventor and developer of GOLDPLAN® technology.

  • Licensed to sell life insurance in a number of states.

  • Eligible to act as investment advisor in most states.

  • Fee  based consulting.

 

 

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  Copyright © 1999 - 2015 Mark A. Goldman