Mark Gopen
Investment Advisor Representative | President of Premier Wealth Planning | Managing Partner Premier A&R Tax, Inc.
Mark Gopen is the founder and President of Premier Wealth Planning and a Managing Partner at Premier A&R Tax, Inc. Mark founded Premier after spending 24 years in the industry working for firms that didn’t appreciate his desire to bring the highest level of service to his clients and his colleagues.
Mark started in the Financial Services industry 27 years ago. He started out by establishing, managing, and growing a successful Mortgage business for his former firm. Working with the firm’s several hundred representatives, Mark successfully integrated financing into that firm’s financial services business allowing that firm to assist their clients at a higher level. Simultaneously, Mark took the required courses to become a Financial Advisor. Mark holds 5 FINRA licenses including his General Securities Principal Qualification which allows him to supervise and manage branch activities. Mark also possesses Mortgage and Insurance credentials in multiple states.
Mark and his wife Toby have been married for 45 years. They have two terrific sons and two wonderful daughters (in-law). Mark and Toby have three grandchildren, Valentina, Philip and Emma. Mark and Toby love to spend time with their family and they love to travel. Mark enjoys meeting and speaking with his client/friends and looks forward to going to work every day.
Marks personal motto is “The harder you work the luckier you get”. Please contact Mark so that he can be lucky enough to work hard for you!