Mark Reddington, CLU®, ChFC®

Investment Advisor Representative

Domicile State: NJ
California Insurance License #: 0D09867.

Mark Reddington entered the Financial Services Profession in 1980 after graduating from Rutgers College with a B.A. in Economics.  He is a licensed representative for all lines of life, health and annuity products. 

Mark received his Chartered Life Underwriter designation, (CLU), in 1994 from the American College. In 1996 he received his Chartered Financial Consultant designation,  (ChFC), also from the American College.  He is a  member of the Society of Financial Service Professionals and The National Association of Insurance and Financial Advisors.  Mark is also a member of the Million Dollar Round Table, an organization of financial professionals founded in 1927, recognizing industry leading advisors.  Having qualified consistently for over 35 years, Mark is now a life member of this group.  He has also been accorded “Top of the Table” status, placing him amongst the top 4% of all financial advisors on a national basis.

With over 36 years in the financial planning profession, Mark has gained the invaluable knowledge that can only come from experience. Mark’s practice focuses on high net-worth individuals in the areas of investment analysis and estate planning.  He has substantial experience in asset allocation modeling using risk/reward profiling and Frontier Analytics.  These techniques allow him to ascertain efficient portfolio structure and appropriate money managers for clients’ investment portfolios.

In addition to helping his clients build their net worth, Mark assists in wealth preservation and transfer. Working with clients legal and tax advisors, and utilizing estate planning techniques such as Generation Skipping Transfers, Insurance-Based Leverage Gifting and planned Charitable Giving Programs, Mark helps clients insure the integrity of their estate after death.

Mark also works with business owners to establish funding for Buy-Sell Agreements and Key-Person Insurance; as well as in the design and funding of Executive Benefits Programs such as Non-Qualified Deferred Compensation, Corporate Split-Dollar Insurance and Executive Carve-Out plans.

He is knowledgeable in all areas of Employee Benefits including Group Healthcare, Group Life Insurance, and Disability Income Insurance, as well as Pension, 401(k) and Supplemental Executive Retirement Plans.  Mark’s goal is to provide his business clients with a comprehensive benefits package enabling them to recruit and retain quality personnel.  His knowledge of the market helps his clients achieve a cost-effective balance of coverage and service utilizing premier carriers and creative product design.

A hands on approach to client service, and the back up of an experienced staff, give clients the added security of knowing that they will always have access to the service they need and that their concerns will be handled responsively.

Phone 732-623-7370