MassMutual financial professional.

Mark Wolpertemail

Mark Wolpertemail


Charterpoint Wealth Strategies

2 Carlson Pkwy N, #320
Plymouth, MN 55447

Professional Story

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

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