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Mark S. Freedman CFP

Mark S. Freedman CFP

Marc S. Freedman CFP ® is the President and CEO of Freedman Financial, Inc; a nationally recognized financial planning firm dedicated to serving individuals and families who reside or have roots in the North Shore community of Massachusetts.As a second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades.Recently his firm was selected by Barron’s Winner’s Circle as one of Boston’s Top 50 Financial Advisors. Freedman has served on the Board of Directors for the 29,000 member Financial Planning Association (FPA), and in 2008 was appointed Chairperson for the Association's national conference, FPA BOSTON. This honor followed his successful leadership as the 2006 Chair for the FPA's National Conference in Nashville, TN. He is also charter member of the Foundation for Financial Planning, a nonprofit dedicated to helping individuals take control of their financial lives. In 2009 he appeared as a financial planning expert on the CBS Early Show and in 2008 he authored the book Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent. (All author royalties from this book are donated to the Foundation for Financial Planning.) The book has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients. Marc's high energy and story-telling skills has made him a sought after speaker to both the professional financial planning community and the consumer public at large. He lectures both internationally and domestically on trends in the financial planning profession and practice management issues. Freedman has been quoted in national media outlets, including L.A Times, Wall Street Journal, Money Magazine, Business Week, USA Today, The Journal for Financial Planning, Financial Planning Magazine, Investment Advisor Magazine, Registered Representative, Boston Globe and Boston Herald. Freedman holds a passion for educating the public - as well as those who present themselves as financial advisors - about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.A graduate of Peabody Veterans Memorial High School and Babson College, Marc is married to Laura and has five children. He is an avid fan of the Boston Red Sox and the Wonderful World of Disney and it is his life-long dream to dress as a Disney Character in the Magic Kingdom for just one day – after then, happily retire as a guest relations cast member.