MassMutual financial professional.

Mark Wolpertemail

Mark Wolpertemail


Charterpoint Wealth Strategies

2 Carlson Pkwy N, #320
Plymouth, MN 55447

Professional Story

My goal as a financial advisor is to provide individuals, families, and business owners with assistance in building financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.

Education

Bachelor's degree in Economics, University of Wisconsin

Hobbies

Tennis, Golf, Softball

Affiliations & Memberships

Million Dollar Round Table qualifier - 1998 - 2019, MassMutual Leaders Conference - 2017-2019, MetLife Platinum Conference - 2012-2016, MetLife Leaders Conference - 1998-2011


Languages: English


Credentials: CASL®


Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Education


Check the background of this investment professional on FINRA's BrokerCheck