Mark Malcein, CFP®
Mark Malcein is a Certified Financial PlannerTM who partners with public school employees and their families to navigate the complex field of personal finance. He guides his clients through their Public School Employees’ Retirement System benefits, regularly hosts “How to Retire From Public Education” workshops, and enjoys helping his clients implement and monitor investment solutions. In his leisure, Mark enjoys the great outdoors, and adventure with his wife Nicole and their three children, Dorothy, Benjamin, and Henry.
Investment Planning
Between 1998 and 2017, the average investor attained a 2.6% annualized return, while the S&P 500 rewarded investors with a 7.2% return. Why? An academic study by Dalbar Inc. titled, “20-year annualized returns by asset class (1998 – 2017)” supports investors tend to buy investments at market highs and sell at market lows.
Holistic Approach
As a CFP professional, Mark guides his clients to understand their planning needs and offers comprehensive investment planning services. Although his focus is investment management related to retirement, Mark also provides brokerage accounts, college savings accounts, and risk management tools, including annuities, life, and long-term care insurance.
Employees of Public Education
Since 1974, the Pennsylvania State Education Association (PSEA) has selected Kades-Margolis as the planning partner for 403(b) and 457 retirement planning and investment products and services. Mark prioritizes serving all public school employees, regardless of account size, and considers helping a new employee start their first retirement account one of his most rewarding responsibilities.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirement.
EDUCATION - VIDEOS - CALCULATORS
Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.
