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Mark H. Kaizerman has been providing financial advice since 1986. A self described “recovering CPA®”, he is the founder and managing principal of Kaizerman & Associates, a financial planning firm specializing in age 50+ planning issues. He has extensive experience in the areas of retirement planning, investment portfolio design, wealth distribution strategies, income and estate tax planning and long term care planning.
Mr. Kaizerman is the author of the Beneficiary Directory® – Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, and the Beneficiary Directory® Workbook.
Frequently quoted or appearing in print, radio and television, we believe Mark has developed a reputation for providing easily understood advice that aims to improve the quality of people’s lives. Mark is a past President and Director of the Financial Planning Association (FPA) of Massachusetts.
Mr. Kaizerman’s credentials include the following licenses or designations: Certified Public Accountant (CPA®), Personal Financial Specialist (PFS®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC) and Investment Advisor Representative. He graduated with honors from the University of Massachusetts - Amherst (BBA) and Babson College (MBA®).
Michele G. Kaizerman
Michele G. Kaizerman serves as an Administrative Assistant. A graduate of Boston College (BSBA), with extensive experience in the areas of accounting, sales and marketing for a multi-national corporation, Michele has been with Kaizerman & Associates since 1994 . Michele oversees scheduling and office support.