Mark J. Sudol graduated with a degree in Business Economics from the University of California at Los Angeles (UCLA) in 1981. In 1983 he became a licensed Financial Planning Practitioner and qualified as a Certified Financial Planner (CFP) in 1991. Mark is a member in good standing of the Financial Planning Association and holds the following FINRA registrations: Series 7, 24, 63 and 65. He also holds a Life/Health/Disability Insurance License. Mark is the President of The Sudol Group and a Registered Representative with National Planning Corporation.
Mark Sudol helps his clients achieve their financial goals through customized strategies developed exclusively for each individual's unique situation. He specializes in designing programs that help reduce his clients' tax liability, increase their retirement income, and structure their estates to successfully retain wealth within the family through multiple generations.
As your family's Certified Financial Planner, Mark takes the time to get to know you and understand your financial needs and objectives. He creates your financial blueprint by collecting confidential data, preparing a thorough analysis of your strengths and weaknesses, and then designing the best solutions to suit your financial needs. Mark looks at the big picture to make sure that all aspects of your financial world are coordinated effectively - Retirement Income, Investments, Tax Reduction, Estate Planning and Insurance.
Mark and his wife, Courtney, enjoy spending time with their daughters, Julianna & Alexandria. They also enjoy cheering their favorite sports teams and helping local youth grow into productive and upstanding members of society.