000404

Mark Orfalea

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Mark is a knowledgeable and creative asset to the team, with a passion for innovative, client-focused approaches to financial planning. He started as a planning professional in September 2014 and provides collaborative analytical support for financial plans, with specific focus on strategy development that is individually tailored to fit the unique financial position and goals of each client. He is licensed life and health insurance as well as property and casualty insurance, after years of dedicated customer service and leadership as the owner of a wireless franchise. Mark studied business and communication at Worcester State University and spent his early career gaining diverse experience in the area of sales and retail management. Valuing the importance of building authentic relationships, the quality of the client experience has always been central to his mission, which helped him earn Ohio National’s Fast Start Award in December 2014. He made the transition to the financial arena, energized to teach others the same strategies and practices that have personally inspired him and changed what he knew to be true about wealth. Mark lives in Worcester with his wife, Makenzie. Outside of the office, he enjoys adventuring the great outdoors. A mountaintop—rain, snow or shine—is one of his favorite places to be. When he’s not hiking or backpacking, he’s catching a good movie or a sports game, and always enjoying a good laugh with family and friends.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

Support Our Cause

The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn More

Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
FOLLOW THIS INSTRUCTOR