Mark Soloperto
Financial Advisor at Lincoln Investment | Greater Boston
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Mark Soloperto, as a dedicated Financial Advisor at Lincoln Investment, brings over 14 years of comprehensive experience in guiding clients through the complexities of wealth management and retirement planning. In his current role, Mark specializes in crafting personalized financial strategies that align with each client's unique goals and risk tolerance. His expertise spans a broad spectrum of investment solutions, including Roth IRAs, Self-Directed IRAs, and various annuities, ensuring clients have access to diversified and tax-efficient options.
One of Mark's key projects involves developing tailored retirement income plans that incorporate a mix of fixed and variable annuities, along with managed money strategies, to optimize growth while managing risk. His deep understanding of 403(b) plans, SEP IRAs, and SIMPLE IRAs allows him to assist both individual investors and small business owners in maximizing their retirement savings. Mark’s proficiency in life insurance and mutual funds further enhances his ability to provide comprehensive financial solutions that protect and grow his clients' assets.
At Lincoln Investment, Mark leverages strong professional resources and industry insights to stay ahead of market trends and regulatory changes. His client-centric approach emphasizes transparency, privacy, and customization, ensuring that each financial plan is tailored to meet the specific needs of his clients. Motivated by a genuine desire to exceed expectations, Mark Soloperto continues to build trusted relationships and deliver strategic advice that empowers clients to achieve their financial aspirations with confidence.
Financial Advisor at Lincoln Investment in October 2012 to Present
Financial Representative at New York Life Insurance Company in December 2009 to October 2012
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Salve Regina University, Bachelor of Science (BS), September 2026
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Roth IRA
Self Directed IRA
Life Insurance
Fixed Annuities
Mutual Funds
403 b
SEP IRA
Variable Annuities
Managed Money
SIMPLEs
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Discover more about Lincoln InvestmentWhat is Mark Soloperto email address?
Email Mark Soloperto at [email protected] and [email protected]. This email is the most updated Mark Soloperto's email found in 2026.
What is Mark Soloperto phone number?
Mark Soloperto phone number is 7742397422.
How to contact Mark Soloperto?
To contact Mark Soloperto send an email to [email protected] or [email protected]. If you want to call Mark Soloperto try calling on 7742397422. (updated on January 11, 2025)
What company does Mark Soloperto work for?
Mark Soloperto works for Lincoln Investment
What is Mark Soloperto's role at Lincoln Investment?
Mark Soloperto is Financial Advisor
What industry does Mark Soloperto work in?
Mark Soloperto works in the Financial Services industry.
Mark Soloperto Email Addresses
Mark Soloperto Phone Numbers
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