2018 NAPFA Fall Conference Speaker
Mark Maurer
Sometimes tradition is a good thing. Mark Maurer is living proof. Mark joined LLIS in 2003, assumed the role of president in 2008, and CEO in January, 2013.
He earned his CFP® designation in 2006, his bachelor’s degree in business and finance from Emory University’s Goizueta Business School in Atlanta, Georgia, and his MBA from University of Florida’s Warrington College of Business. Earlier in his career, he managed market operations for an energy trading company and financial operations for an international shipping company.
Mark is a member of the National Association of Insurance and Financial Advisors, and a popular speaker for financial organizations including The Alliance of Cambridge Advisors, NAPFA, Garrett Planning Network, LIMRA, LOMA, and Society of Actuaries. He is also a contributing insurance resource to industry publications including Business Week, Bloomberg.com, Forbes, NAPFA Advisor, AMA Physicians’ Guide to Financial Planning, NY Daily News, Jean Chatzky’s Talking Money, and Jane Bryant Quinn’s book, Making the Most of Your Money Now.
As the son of insurance experts, Keith and Judith Maurer, Mark grew up in the insurance industry and has an impressive combination of education and mentoring. He constantly monitors the insurance and financial services industries and, under his leadership, LLIS continues to expand its portfolio of products and services. Mark’s dedication, along with his unique industry perspective, education, and experience, allow him to build upon the LLIS traditions of cutting-edge information and customer service that fee-only financial advisors and their clients have relied upon since 1992.
Mark is hoping the tradition will continue. Now with a son and a daughter, he is grooming tomorrow’s LLIS leaders today.
He earned his CFP® designation in 2006, his bachelor’s degree in business and finance from Emory University’s Goizueta Business School in Atlanta, Georgia, and his MBA from University of Florida’s Warrington College of Business. Earlier in his career, he managed market operations for an energy trading company and financial operations for an international shipping company.
Mark is a member of the National Association of Insurance and Financial Advisors, and a popular speaker for financial organizations including The Alliance of Cambridge Advisors, NAPFA, Garrett Planning Network, LIMRA, LOMA, and Society of Actuaries. He is also a contributing insurance resource to industry publications including Business Week, Bloomberg.com, Forbes, NAPFA Advisor, AMA Physicians’ Guide to Financial Planning, NY Daily News, Jean Chatzky’s Talking Money, and Jane Bryant Quinn’s book, Making the Most of Your Money Now.
As the son of insurance experts, Keith and Judith Maurer, Mark grew up in the insurance industry and has an impressive combination of education and mentoring. He constantly monitors the insurance and financial services industries and, under his leadership, LLIS continues to expand its portfolio of products and services. Mark’s dedication, along with his unique industry perspective, education, and experience, allow him to build upon the LLIS traditions of cutting-edge information and customer service that fee-only financial advisors and their clients have relied upon since 1992.
Mark is hoping the tradition will continue. Now with a son and a daughter, he is grooming tomorrow’s LLIS leaders today.
