Board of Directors

Mark Cardoza

Mark S. Cardoza CLTC

ark’s passion to teach others the importance of financial awareness has driven him to create a network of educators and professionals that steer individuals and couples into healthy financial decisions. He believes that knowledge can empower people of all ages to help make sound and reasonable decisions. Mark presents topics such as long-term care planning, income planning, and other subjects about protecting asset through insurance programs.

Education
Johnson & Wales University, BS in Management

Certifications
Long-Term Care
Trusts and Estate Planning

Accomplishments
Founder of the Retirement Education Resource Center of North America, Inc.
Author of Positioning 4 Retirement and ThinkSmartz

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