Mark Orfalea, CF2

About Mark Orfalea

Mark is a knowledgeable and creative asset to the team, with a passion for innovative, client-focused approaches to financial planning.He started as a planning professional in September 2014 and provides collaborative analytical support for financial plans, with specific focus on strategy development that is individually tailored to fit the unique financial position and goals of each client. He is licensed life and health insurance as well as property and casualty insurance, after years of dedicated customer service and leadership as the owner of a wireless franchise.Mark studied business and communication at Worcester State University and spent his early career gaining diverse experience in the area of sales and retail management. Valuing the importance of building authentic relationships, the quality of the client experience has always been central to his mission, which helped him earn Ohio National’s Fast Start Award in December 2014. He made the transition to the financial arena, energized to teach others the same strategies and practices that have personally inspired him and changed what he knew to be true about wealth.Mark lives in Worcester with his wife, Makenzie. Outside of the office, he enjoys adventuring the great outdoors. A mountaintop—rain, snow or shine—is one of his favorite places to be. When he’s not hiking or backpacking, he’s catching a good movie or a sports game, and always enjoying a good laugh with family and friends.