Mark A. Mappa
Mark Mappa is the founder, president, and managing principal at Mappa Wealth Management. He has over 30 years of experience in financial planning and wealth management.
As a fiduciary and independent financial advisor, Mark provides objective advice that is tailored to meet each client’s specific and individual situation and that is designed to help them reach their stated financial goals. He does this by taking the time to listen to his clients and to truly understand their goals and objectives. He also prides himself on being able to explain difficult financial topics in a way that is easily understood.
Mark’s years of experience as an independent financial advisor has led to a philosophy and perspective about financial planning that he incorporates into the strategies he develops for each of his clients. While everyone’s strategy is unique to them, Mark believes that the underlying philosophy of a successful financial plan includes: thinking in terms of cash flow, investing like the wealthy, protecting the downside of your investments, and thinking outside the financial box.
Mark has written numerous financial articles and has appeared on the television show The Stock Market Observer. Mark is also an authorized infinite banking concept (IBC) practitioner through the Nelson Nash Institute.
Mark holds the following financial industry credentials:
• Master of Science in Financial Services (MSFS)
• Certified Financial Planner Practitioner™ (CFP®)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Registered Financial Consultant (RFC)
• Certified Fund Specialist (CFS)
• Certified Income Specialist (CIS)
• Certified Estate and Trust Specialist (CES)
Mark and his wife, Rachel, have been married for more than 23 years. They have three children—Zackary, Tanner, and Sophie—all of whom Mark has coached in the various sports they have played over the years. Mark loves to read books on financial and economic topics. He is also a Corvette enthusiast and enjoys concerts, sports, vacationing, and spending time at the family’s Florida home.
About Mappa Wealth Management
It’s about partnership.
Mappa Wealth Management is your long-term partner for navigating financial and life decisions. We help you achieve the best life possible and work with you to make this happen. We bring clarity to complex financial concepts by taking time to explain our approach and making sure you’re actively involved in cultivating your personalized financial plan. Working with you in anticipation of life’s transitions, we can help make sure you’re financially prepared for challenges ahead.
Committed to integrity and transparency, as fiduciaries we take pride in upholding the highest ethical standards. Our clients’ best interests are always our number one concern. We’re here when you need us, in good times and bad. Acting as your voice of reason, we can help assess important life decisions by offering an objective, well-researched and competent opinion. We’re devoted to your financial well-being.
With passion and dedication, Mappa Wealth Management strives to positively impact the lives of our clients every day. For us, it’s always about partnership.
Clients who partner with Mappa Wealth Management receive:
• Unbiased and objective advice from independent financial advisors.
• Personalized financial and investment advice. No “one-size-fits-all” strategy or plan.
• Decades of knowledge and experience. We have seen the good times and the
challenging times and we can help you navigate through both.
• Recommendations and support from an independent and privately-owned firm.
We are not bound by sales quotas or proprietary products.
Mappa Wealth Management is a comprehensive Wealth Management firm headquartered in the north suburbs of Chicago, Illinois with other locations throughout the area. Mappa Wealth Management adheres to fiduciary standards and, as such, provides financial planning, retirement planning, investment and money management, estate planning, insurance and risk management, retirement income distribution planning, business financial consulting, employee financial wellness workshops, and 401(k) review and management. Mappa Wealth Management also has a long-standing partnership with Quorum Federal Credit Union,1 offering wealth management and financial planning services to their members, including employees of Kraft Heinz (formerly Kraft Foods) and Mondelez International.
NOT FDIC, NCUA/NCUSIF INSURED | NOT A DEPOSIT | NOT GUARANTEED BY ANY BANK OR CREDIT UNION | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | FUNDS MAY LOSE VALUE | NOT A CONDITION OF ANY BANKING OR CREDIT UNION ACTIVITY
2700 Patriot Blvd., Suite 250, Glenview, IL 60026, (847) 262-3030
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC, and Registered Investment Advisor. Mappa Wealth Management and Woodbury Financial Services are not affiliated.
