Alpert Financial
Our Services
Our Firm
Our People
Ideal Client Profile
Monthly Newsletters
Contact Us

Our People

Mark D. Alpert - Principal

Mark graduated from Lehigh University in 1976 with a Bachelor of Science Degree in Business and Economics with a major in Accounting.  Mark earned a Masters Degree in Taxation from Bentley College in 1986.  Mark earned the CPA (Certified Public Accountant) designation in 1979.  Mark is a registered representative of LPL Financial.  He has successfully completed his Series 6 (Investment Company Products / Variable Contracts Limited Representative Exam), Series 63 (State Securities Law Exam), Series 65 (Uniform Investment Advisor Law Exam)  and Series 7 (General Securities Representative Examination) registrations, which are held through LPL Financial and is licensed for health and life insurance with the Commonwealth of Massachusetts Division of Insurance.

Mark has been providing accounting and tax services to small business and individuals since 1979.  Mark is a member of the American Institute of CPA's and the Massachusetts Society of CPA's. 

Mark is married and resides in Norwell, MA with his wife, Karen.  When not working with clients, Mark enjoys dining out, vacationing, and kayaking with his wife.  He also looks forward to seeing and sharing a laugh and a story with one or all of his adult children, his daily workout at the YMCA, and a relaxing round of golf.
Accounting and tax services are not provided through LPL Financial.

©2024 Alpert Financial. All rights reserved.
Securities offered through LPL Financial. Member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Alpert Financial are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the
following states: MA, VA