Mark Singer, CFP®, AIF®
Author Mark Singer, CFP®, AIF®, has been recognized for his vision and creativity within the world of financial planning. He is the author of 2 books, and the most recent, The Six Secrets to a Happy Retirement, is available on Amazon.com. Drawing upon his 28 years as founder of one of the leading retirement firms in Boston, the book profiles the financial, emotional, and physical issues associated with the transition into retirement.
As a CERTIFIED FINANCIAL PLANNER™ professional and the president of Safe Harbor Retirement Planning, Mark has been the Retirement Guide to thousands of investors since 1986. Mark's approach is to focus on each individual client and ask the questions that other advisors, and investors, simply don't ask. This allows Mark to make the best decisions for each client's unique situation.
As a Retirement Guide, Mark works closely with his clients throughout all stages of retirement planning. One of the unique aspects of his relationship with his clients is his comprehensive approach to planning. To address the needs of his clients, Mark has created the Retirement Roadmap and the Financial Organizer System, both of which contribute to a solution to one of their greatest concerns: How do I take care of my family now, and later when I am gone. These systems have become a primary resource for the families who work with Mark’s firm.
Mark is a frequent speaker and has been featured in The Wall Street Journal, ABCNews.com, FoxNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO.
Mark is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award (2010, 2011, 2012, 2014 and 2015).*
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Director of Operations and Client Service
Stacey joined Safe Harbor Retirement Planning in 1997 and has served since that time as the director of operations and client service.
Stacey is the primary liaison with clients. She coordinates and maintains all client accounts, responds to client inquiries, organizes and helps plan client events, follows up on outstanding issues, and gets to know each and every client personally. She is passionate about her commitment to clients, and this passion comes through in everything Stacey does each day. Stacey acts on the belief, "treat people the way you want to be treated, with respect, kindness, honesty, and patience."
In addition to clients, Stacey is the primary interface with the broker/ dealer and custodian for Safe Harbor's client assets. She is the central point for the organization, keeping all parties informed, up to date, and working well together.
Stacey is a graduate of Emerson College in Boston, MA, and is a native of the North Shore where she still resides with her husband, son, and two dogs.