Mark Cortazzo, CFP®, CIMA®
Mark A. Cortazzo, CFP®, CIMA® is the Senior Partner of MACRO Consulting Group and Founder of Flat Fee Portfolios. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds the “Certified Investment Management Analyst®” designation. He offers personalized financial advice as an investment advisor representative and retirement planning specialist. Mark is a frequent speaker and often serves as a resource for both local and national publications. His opinion is highly valued and he is often quoted within the media.
Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast, and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades.
Forbes has recognized Mark as one of America’s Top Wealth Advisors1 as well as a Best-in-State Advisor.2 In addition Mark has been named a Barron's Top Advisor List for nine consecutive years.3 Other achievements include being named to Top Advisor lists by Worth,4 Fortune,5 Reuters,6 Financial Times,7 Registered Rep,8 Medical Economics,9 and Five Star Professional as seen in NJ Monthly magazine.10 He is a Research magazine “Advisor Hall of Fame” inductee,11 was named one of the “Top Forty Under 40” by NJBIZ,12 and was awarded “Advisor of the Year” by Boomer Market Advisor magazine.13
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
1The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors such as experience, revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. (2016)
2The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. The algorithm weights factors such as industry experience, revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. (2018)
3Top Advisor List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. (2009-2017)
4Based on nominations, industry associations, background, professional designations, client retention rates, and average portfolio returns (2002)
5Award based on assets under management (2008)
6Based on rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to peers (2008)
7Based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400. (2015)
8Created by Registered Rep magazine, the top-50 lists rank advisors in the U.S. by the amount of assets they have under management. To be considered for these Registered Rep rankings, advisors must have at least 50% of their business with individual investors. (2007-2009)
9Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2008-2015)
10Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2018)
11Based on minimum of 15 years industry experience, assets under management, client service, peer recognition, and selected by a panel of judges (2003)
12Award is based on age, leadership, and a record of achievement. (2004)
13Based on his extensive industry knowledge and experience, the ability to navigate his clients through the downturn, his approach to addressing longevity and income issues, and the power to stand out from the competition (2010)