Mark Lerner, ChFC, CLU
After more than 25 years of working in the financial services industry, Mark looks back on his personal trajectory and attributes his success to his natural love of people. “I have always been drawn to people. Even as a young person, I chose to go to college outside of Georgia so that I could be exposed to a new community,” says the Atlanta native.
His affinity for human connection has served as a solid foundation for a business that is based on helping others. Mark has worked hard to build his practice from the ground up, relying on what he does best: building strong relationships. He is deeply dedicated to his clients and to his family, and believes strongly in the wellbeing of both.
Mark’s family is close-knit, and life’s unexpected turns over the years have brought them even closer together. “These real world experiences shaped me and how I help my clients,” Mark states emphatically. “I am motivated to be sure my clients are taken care of,” he adds. Today Mark is a comprehensive financial planner with a specialty focus on tax-sensitive insurance planning. Mark’s personal mission is to ensure that clients do not overlook a suitable protection strategy as part of their overall financial plan.
Outside of work, Mark is actively involved in the Atlanta community. He serves on the Advisory Board of the Atlanta Community Food Bank, Atlanta Select Board-American Cancer Society and is an advocate for lung cancer research. Mark has obtained his Chartered Life Underwriter (CLU) designation and Chartered Financial Consultant (CHFC) designation thru The American College. He is a member of the Atlanta Estate Planning Council.
He and his wife, Sara, reside in the Buckhead neighborhood with their daughter and dog, Ryder. They are members of THE TEMPLE congregation in Atlanta.
Mark Lerner is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., Member SIPC (www.sipc.org). Supervisory office: 3333 Peachtree Road, Suite 400 Atlanta, GA 30326 (888) 761-0770.
I am licensed to sell insurance in: AL, AZ, CA, FL, GA, IL, KS, LA, MD, MO, NC, NH, OH, PA, SC, TN, TX & UT.
I am licensed to sell securities in: FL, GA, MD, NC & WI. CRN201507-174102