Mark P. Fanelli

Mark P. Fanelli, APRA, CRS, RFC, was born in New Rochelle, N.Y.  He owned and operated his own brokerage business in Connecticut since 1972. In 1990 he and his family moved to the Palm Beach area of Florida.

Mr. Fanelli's career started out in real estate.  But over the years, he became more involved in investments, limited partnerships, and R.E.I.T.S.  He was nominated and placed in "Who's Who In American Real Estate" by the National Association of Realtors in 1978.

In 1981 Mr. Fanelli was asked to serve as a consultant to one of the major securities brokerage firms in America and then joined them on a full time basis.  Working with a national firm that has over 6,800 investment advisors, Mr. Fanelli was ranked in the top 5% of the company's brokers nationwide when he was offered a full partnership in Financial Planning Associates, an independent firm established in 1983.

Mr. Fanelli, a Registered Investment Advisor Associate, holds four different degrees in investing and analysis.  He attended the Colgate Darden School of Business at the University of Virginia, and is certified an "Expert Witness" by both the Superior Court and the Court of Common Pleas.

Throughout his career as a broker, Mr. Fanelli has served on many advisory boards including Chairman of Professional Standards, Grievance and Education Committees, Continuing Education and licensing committees.

In 2002, Mr. Fanelli was asked to manage the financial investments for the Retirement Program and Pension Plan of one of the major companies in the baking industry with over 1,000 eligible participants.

Mr. Fanelli is currently licensed to practice in 11 states.  He is a frequent speaker and conducts numerous financial planning, estate preservation and retirement seminars throughout the United States, for both local professionals and the general public.  His general topics include estate planning, retirement seminars, proper asset allocation, core rate of return, tax free investing, wealth preservation, the beneficial use of trusts, tax minimization strategies, stretch annuities, and income for life among others.

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Financial Planning Background @ Qualifications

Recognitions and Awards

1997  Winner of the "Albert Gelatine Award" As top producer A. G. Edwards

2000 Winner of the "Eagles Loft Award" for being in the top 5% of 6.800 agents based on Return on Clients Investments, First Union Securities/Wachovia

2002 Chosen to manage, invest and oversee the pension plan of one of the major business in the Baking Industry in the United States with over 2,000 eligible participants.

2003  Appointed to the "Kite & Key Club" for the State of Florida as the top producer in Florida for Franklin Templeton Investments

2004 Recognized as one of the highest producers for the 7 State "South East Region" including the States of Florida, Georgia, Alabama, Louisiana, South Carolina, North Carolina & Mississippi by The Hartford Investment Group

2004  Awarded  the RFC Registered Financial Consultant by the Financial planning Association

2005 Named to the "Leadership Council" for the Hartford Leaders Group

2002,03,04 05 Rated  the number 1 Financial lecturer in the "Enrichment Program for the Celebrity Cruise Line.

2008,09,10,11Celebrity Cruise line sold to Royal Caribbean Cruise line, who transferred My lecture circuit to their Cruise line Exclusively where I continued and still am the highest rated Presenter on Their "enrichment Program"