Mark Ciarelli, CFP®, CLU®
Financial Advisor
Mark Ciarelli, CFP®, CLU®, is the Founder of Financial Capital Group, LLC. He graduated from the Philadelphia College of Textiles and Sciences with a Bachelor of Science Degree in Management and Marketing. Mark has been active in the financial services industry in the greater Philadelphia area since 1972.
With fifty years of experience, Mark focuses on the areas of Wealth Management including Investment Advisory Services, Estate Planning & Asset Protection, and Life Insurance Planning for business owners and high-net-worth individuals. His biggest strength is helping clients reach their goals and objectives, especially in today's environment where investors are faced with many confusing choices.
Most major financial institutions support and publicize their own proprietary products. It takes an experienced professional who is independent to provide the proper and appropriate strategies and recommendations to clients in an unbiased and objective manner.
Mark is authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® certification mark, and has acquired the Chartered Life Underwriter (CLU®) designation from The American College.
Mark is an Investment Advisor Representative with Ameritas Advisory Services, LLC (AAS) and is FINRA Series 7 licensed (General Securities), Series 63 licensed (Uniform Securities Agent State Law), and Series 65 licensed (Uniform Investment Advisor Law). Additionally he holds a Life and Health Insurance Producers License.
