Mark Mappa

Founder, President, and Managing Principal at Mappa Wealth Management
    Connect with Mark:
Mark Mappa

Mark Mappa is Founder, President, and Managing Principal at Mappa Wealth Management. He has over 28 years of experience in financial planning and wealth management.

Mark specializes in developing long term financial plans to assist individuals and families in meeting their lifelong financial goals and objectives. Mark also specializes in retirement distribution planning by helping clients manage their assets and income needs during their retirement years.

As a fiduciary and independent financial advisor, Mark is able to provide objective advice that is tailored to meet each client’s specific and individualized situation. Everyone’s situation is different and Mark understands that everyone will need a different strategy to meet their goals.

Mark’s years of experience as an independent advisor has led to a philosophy and perspective about financial planning that he incorporates in the strategies he develops for each of his clients. While everyone’s strategy is different, Mark believes that the underlying philosophy of successful financial planning includes:

• Investing like the wealthy
• Protecting the downside of your investments
• Always think outside the box
• And lastly (and perhaps most importantly) Think cash flow, not rate of return. You can’t spend rate of return.

Mark has earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), Certified Fund Specialist (CFS), Certified Estate and Trust Specialist (CES), and Certified Income Specialist (CIS) designations. Mark also has a Master of Science Degree in Financial Services (MSFS).

Securities and Investment Advisory Services offered through Woodbury Financial Services Inc., Member FINRA, SIPC, and Registered Investment Adviser. Mappa Wealth Management, The Association of Financial Educators, and Woodbury Financial Services are not affiliated.

Stories by Mark Mappa

The Importance of Cash Flow in Your Personal Financial Planning

By Mark Mappa | May 23, 2018

We think of cash flow as something only businesses or governments contend with, but it is integral to our personal financial lives as well. Cash flow enables us to do what we want, and to help achieve our goals or objectives — whether to get a mortgage, save for college, take a vacation, or save and invest for retirement.