Mark Pappas is president of Mark Pappas Financial & Insurance Services, Inc. He started his career as an independent insurance broker in 1988 with Ruffino & Associates, Inc., and later formed his own company in 1999. Mark Pappas is an Investment Advisor Representative with LPL Financial. His goal is to establish a long-term relationship with you based on trust and mutual understanding.
He has been helping clients with their long-term investment goals, IRA's, SEP IRA's and 401(k) Plans since 1995. As an Investment Advisor Representative, he can help manage his clients investments through the Strategic Asset Management (SAM) Platform, which is an Advisory Platform that offers over 5,500 funds from more than 400 fund families.
He has been helping clients with their long-term investment goals, IRA's, SEP IRA's and 401(k) Plans since 1995. As an Investment Advisor Representative, he can help manage his clients investments through the Strategic Asset Management (SAM) Platform, which is an Advisory Platform that offers over 5,500 funds from more than 400 fund families.
Services
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you. I endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals and provide you and your family with the financial confidence that you're looking for.
We are a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing financial information.
Mark Pappas has been working with individuals and businesses in the Orange County area since 1988. Mark Pappas, LUTCF is a Life and Qualifying Member of MDRT, The Premier Association of Financial Professionals and holds the Life Underwriters Training Council designation. Mark Pappas is an Investment Advisor Representative with LPL Financial.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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