 |
|||||||||||||||||||||
 |
 |
 |
 |
 |
 |
 |
 |
 |
||||||||||||
Mark Kazmac | Email Mark
Associate
As an Associate with Wealthstream Advisors, Mark acts as a passionate advocate of successful individuals and families to empower them to make smart decisions about their money. Mark’s approach of developing a strategic financial planning framework, along with close personal guidance, enables him to help families to grow and preserve their wealth for themselves and future generations.
Prior to joining Wealthstream Advisors, Mark worked as an independent Life Insurance Professional. For 30 years he specialized in the purchase, implementation and servicing of risk management products to solve business, estate planning and personal insurance challenges. Over the course of his career, he has successfully served the insurance and planning needs of many ultra-high-net-worth individuals and families, as well as public personalities, to help them achieve their long-term financial goals.
Mark is a Chartered Life Underwriter (CLU), holds a B.A. in Economics from California State University at Long Beach, and earned an MBA in Finance from St. John’s University. He lives with his wife Felice in Great Neck, N.Y. The couple has two daughters and one grandchild, whom they enjoy immensely. Mark is an accomplished outdoor sportsman and builds reproduction Tiffany shades as a hobby.
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
 |
||||||||
 |
|
||||||||||||||||||||