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Proactive Planning

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About

 

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Mark J. Angelo, CERTIFIED FINANCIAL PLANNER™

CFP®, MBA

Mark Angelo is a CERTIFIED FINANCIAL PLANNER™ practitioner committed to the highest degree of integrity and ethics. He consistently enhances his knowledge through continuing education. With decades of experience in the financial services industry, Mark focuses on serving the unique needs of individuals, retirees, women investors and business owners.

Mark is a family man, dedicated to serving his community in the Toms River and Ocean County area, and has volunteered his service to his town as an appointed community member. Mark supports local civic groups, as well as the charitable foundation Mark helped to establish on behalf of his late father, Salvatore J. Angelo, at Community Medical Center. Mark has served on school advisory boards and church committees, and works with local Little League, basketball, and other youth sports organizations. 

 

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

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616 Washington Street
Toms River, New Jersey
08753 United States

  •  Tel: 732-286-6200
  •  Fax: (732) 286-6633
  •  info@rpcofnj.com
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Securities and advisory services offered through LPL Financial, a registered investment adviser, member FINRA/SIPC. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

CO, CT, SC,VA,DE,FL,MD,MA,NJ,NY,NC,PA

*Worksite Financial Solutions is a program exclusive to LPL Financial and its advisor partners. The information provided by the Retirement Results Team is not intended to be the primary basis for your investment decision. Retirement Results Specialists are registered representatives of LPL Financial. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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