Mark Wagner is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Mark focuses his practice on the insurance planning, risk management and retirement planning needs of families, individuals, business owners and teachers.

Prior to joining Charter Oak, Mark worked on the floor of the New York Stock Exchange. He first worked as a clerk and progressed his way up the ladder to a broker and eventually a partner. After 28 years at NYSE, Mark was looking for a change and landed a role as an agent at Aflac.

Mark is a graduate of Chaminade High School in Mineola, NY. Upon graduation, he attended Bucknell University and earned a degree in accounting.

Outside of the office, Mark is a big baseball player that prides himself on being able to hang with the best of them. When he’s not working, he spends time pitching in a league with his children. Mark, an avid sports fan, enjoys watching his favorite teams: New York Mets, Philadelphia Flyers, Miami Dolphins and New York Knicks. He lives in Melville, NY with his twin sons.

Practice Areas
• Insurance Planning
• Risk Management
• Retirement Planning