Mark Pagni, ChFC, CLU
Partner
Mark is a founding partner of Wealth Guard Financial. He achieved his Chartered Life Underwriter (CLU) professional designation in 1989, and his Chartered Financial Consultant (ChFC) professional designation in 1990, from The American College in Brum Mawr, Pennsylvania, and is a retirement and wealth transfer specialist with the firm since 1982.
Mark graduated from The University of Akron in 1980, after serving as a sergeant in the United States Army, crewing helicopteres.
Mark has a son, Nicholas, who served in the United States Army in Alaska and Kosovo. His daughter, Jordan, attends Kent State University. Mark resides in Cuyahoga Falls, Ohio.
California Insurance License #: 4181452
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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