Mark J. Sudol

Mark J. Sudol graduated with a degree in Business Economics from the University of California Los Angeles (UCLA) in 1981. In 1983 he became a licensed Financial Planning Practitioner and qualified as a Certified Financial Planner (CFP) in 1991. Subsequently, he has achieved accreditation as a Certified Estate Planner (CEP) and a Chartered Retirement Planning Counselor (CRPC). Mark is a member in good standing of the Financial Planning Association and holds the following FINRA registrations through LPL Financial: Series 7,24,63, and 65 licenses. He also holds a Life/Health/Disability Insurance License. Mark is the President of The Sudol Group and a Registered Representative with LPL Financial. 

Mark Sudol helps his clients pursue their financial goals through customized strategies developed exclusively for everyone’s unique situation. He specializes in designing programs that help reduce his clients tax liability, increase their retirement income, and structure their estates to retain wealth within the family through multiple generations. 

As your family’s Certified Financial Planner, Mark takes the time to get to know you and understand your financial needs and objectives. He creates your financial blueprint by collecting confidential data, preparing a thorough analysis of your strengths and weaknesses, and then designs a comprehensive solution to suit your holistic financial needs. 

Mark and his wife Courtney enjoy spending time with their daughters Julianna and Alexandria. In their spare time, Mark and Courtney enjoy cheering on their favorite sports teams. In addition to being sports fans, Mark and Courtney enjoy traveling around the world and gaining new experiences with their family. In their spare time, they also experience immense pleasure in supporting the local youth by growing them into productive and upstanding members of the society through the help of their church.