Broker Check
Mark Wallace, CIS

Mark Wallace, CIS

ParaPlanner

Mark Wallace is a Certified Income Specialist (CIS) with the Series 7 & Series 63 Securities Licenses as well as the license for both Life and Health Insurance. His expertise is invaluable to the FHC Wealth Advisors Team and he has a reputation for being reliable, thoughtful, and dedicated to the well being of the people we serve.

He began his financial career after earning his Bachelor’s Degree in Finance from Rutgers University in 1998. He went on to work for 10-years in Institutional Mortgage Backed Securities and generated 5-million in revenue over a 4-year period before venturing out on his own. Mark was self-employed for three years, marketing financial products to individuals. This developed a resilient passion for identifying and implementing a prudent solution for the people we serve and led him to become our Para-planner and on-boarding specialist. He has been with the firm from the beginning and celebrated his 20th anniversary in 2018!

Mark has become a mentor to our college interns, new employees and others within reach. He is the “go-to-Guy” for many of those we serve who have come to depend on his financial expertise and research. Mark is a problem solver and has been known to spend many nights researching to get to the bottom of a challenging case to identify a suitable path forward.

When he isn’t in the office, Mark can be found spending time with his family. Mark is married to his wife, Susan and they have two sons, Sean and Jake. The entire family shares the love of music. In fact, Mark and his wife met when he played guitar for a local band. His son Sean, recently created and released his own album.

Mark also enjoyed skiing, hiking and golf.