Mark Malcein is a Certified Financial PlannerTM who partners with public school employees and their family 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 two children, Dorothy and Benjamin.

Contact Mark

Investment Planning

The average investor between 1998 – 2017 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.  To avoid conflict of interest, Mark only uses non-proprietary investments and utilizes third-party managed advisory solutions when working with high net worth individuals.

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 as it is related to retirement, Mark also provides brokerage accounts, college savings accounts, and risk management tools including annuities, life, and long-term care insurance.

Pennsylvania Education Employee Specialist

Since 1974 the Pennsylvania State Education Association (PSEA) has endorsed Kades-Margolis as the exclusive provider of 403(b) and 457 retirement planning and investment products and services.  It is Mark’s priority to serve all public school employees, regardless of account size and considers helping a new employee starting their first retirement account one of his most rewarding responsibilities.

Contact by Phone

(800) 433-1828, ext. 147

Contact by Email
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