Mark Papalia

President and Founder

Mark Papalia is a Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner, with more than ten years experience as a Resourceful Advisor. He specializes in Landmark Thinking; helping clients view their net worth like a historical building. Landmarks need to be protected and transferred to future generations.

Papalia has detailed knowledge of investments, insurance and tax laws - and extensive experience in applying this knowledge to the needs of high net worth clients. He has a unique edge in viewing insurance and estate planning from an investment perspective, and provides integrated financial services to a wide range of clients.

Papalia is a member of the Financial Planning Association (formerly the Institute of Certified Financial Planners), the Susquehanna Valley Association for Life Underwriters, and the Society of Financial Service Professionals (formerly the American Society of Chartered Life Underwriters and Chartered Financial Consultants). He has earned membership in the Million Dollar Round Table's Top of the Table and The Association of Advanced Life Underwriters.