Mark Schlossenberg, CFS®, CAS®, CIS™

Mark’s path to financial planning began far from the world of finance. A former scholarship athlete on

UMBC’s Division I Tennis team, he initially pursued passions in sports and journalism. In 2003, he

founded The Mid-Atlantic Sports Digest, earning the USTA Mid-Atlantic Section’s “Outstanding Media

Coverage of the Year” award.

Later, as VP of International Strategies for the Premier Basketball League, Mark traveled globally, including

negotiating the contract for Thailand’s first professional basketball player, Ratdech Kruatiwa, to play in the

United States.

His inspiration to pursue financial planning stemmed from deeply personal experiences. In 2012, he witnessed

a beloved family member’s retirement savings vanish due to illness and the financial uncertainty

affecting others. During this time, he encountered a financial advisor who spoke in complex terms that only

added confusion during an already stressful period.

This experience became a turning point, inspiring Mark to take a different approach—one rooted in clarity

and empathy, while equipping clients with the confidence to make informed decisions.

Mark has dedicated the past decade to guiding adults in building a secure future for themselves and their

families as they’re approaching or have started retirement.

Believing in the importance of flexibility, Mark crafts financial solutions tailored to each client’s unique goals.

This personalized approach ensures every plan meets their specific needs and aspirations, creating a secure

foundation for their financial future.

Mark’s mission is to help his clients create a reliable income stream for retirement, free from the constant

worries of market fluctuations. Together, you’ll create a strategy designed to make your money last a lifetime,

providing peace of mind and financial confidence.

Investment advisory services off ered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.