About Mark
BOARD CERTIFIED INTERVENTIONAL CARDIOLOGIST AND GASTROENTEROLOGIST SEEKING TO HAVE BETTER UNDERSTANDING OF THE FINANCIAL INDUSTRY AND FINANCIAL INSTRUMENTS.
Education
Master of Science in Financial Services (MSFS)
M.D.
B.S.
B.A.
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
3
Member Since
2013
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.