Mark Siler
CFA
Mark has worked in the financial services field since 2003. He is primarily responsible for financial plan development, investment analysis, and portfolio development. Mark, Kyle Dunn and Stephen Howles lead the Individual Services group. Mark pioneered the Retirement Income Optimization process highlighted on our services pages.
After graduating from the Rochester Institute of Technology with a degree in Computer Science, he worked in the engineering field. Mark began an income tax preparation business before joining AXA Advisors in 2003 and Beltz Ianni & Associates in 2007 and became partner in 2011.
Mark holds the Chartered Financial Analyst® (CFA) designation and is a member of the Rochester Society of Security Analysts. He also completed the Retirement Planning Certificate program at the Wharton School, University of Pennsylvania.
Mark S. Siler is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.
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