mark pliner

Mark currently serves as a Financial Advisor at Merrill Lynch Wealth Management. Prior to joining Merrill Lynch, Mark spent over 10 years in Sales and Finance at Golden West Financial and Wachovia, and 5 years in the small business sector. Mark holds the Chartered Retirement Plans Specialist“SM” designation from the College for Financial Planning. CRPS® and Chartered Retirement Plans SpecialistSM are registered service marks of the College for Financial Planning Mark’s primary goal is to serve clients’ overall wealth management needs through a holistic, goals based approach. His focus includes retirement analysis, educational funding, small business needs and real estate lending. Mark also serves on the Board of Directors for the Eastern Montgomery County Chamber of Commerce. Mark graduated with a degree in Communications from Penn State University in 1995. Mark grew up in Philadelphia, Pennsylvania. He lives in Feasterville Trevose, Pennsylvania with his wife, Lauren, and their two children.