Who We Are
About Mark S. Fineberg, CPA, CWPP, CAPP

Overview
Mark S. Fineberg, CPA is a Licensed Certified Public Accountant (CPA), Licensed Insurance Professional, a Certified Wealth Preservation Planner (CWPP), and is a Certified Asset Protection Planner (CAPP) . His areas of expertise include Corporate and Business Planning, guidance in providing Wealth Building Retirement Strategies, Life Settlements and finding your bonanza in life insurance, and Survivor Needs Analysis. He is committed to the highest professional standards of performance in serving and protecting clients assets.

Co-Author
Mark is the co-author of one of the most informative financial books, "Wealth Accumulation and Tax Reduction Strategies." Through an attentive reading, you will learn:

• Why this book should cost $10,000
• What is Wealth Protection Planning
• Why Asset Protection is so important today
• Making sure family assets are not lost to disinheritance, courts, or the IRS
• Is your tax advisor helping or hurting you

Education
Mark graduated from Villanova University in 1972, where he majored in Accounting and Finance. Since, he has completed his CPA Certification in 1977, Insurance Licensed in 1988 and 2004; Certified Wealth Preservation Planner (CWPP) in 2005,and Certified Asset Protection Planner (CAPP) in 2006. He has also completed numerous courses in Wealth Accumulation and Tax Reduction Strategies; including Protecting Your Assets, Advanced Estate Techniques; Qualified and Non-Qualified Retirement Plans, and Long Term Care & Cash Value Life Insurance Planning.

References
Many Client References Available upon request.

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Business Planning, Retirement, Income Tax Strategies, Estate Planning, Life Settlements, Premium Finance Life Insurance and more. Contact us now.