Mark Chioda

Managing Director/CEO

Mark Chioda is an independent financial analyst and consultant, specializing in growth and safe accumulation of assets, as well as retirement and income planning.  For more than 20 years he has assisted clients in attaining and maintaining their lifelong goals and objectives using proven asset allocation and income strategies.

Mark has held Senior Vice President and Senior Director Positions at Fortune 100 financial institutions Citigroup, HSBC Bank and AT&T Capital Corp. before transitioning to independent status working with local estate planning attorneys, and most recently as Managing Director/CEO at Strategic Retirement Solutions, LLC.  

He holds both an undergraduate degree and a Master of Business Administration (MBA) degree from Fairleigh Dickinson University, and is currently licensed with the New Jersey, Pennsylvania, Maryland, Texas and Nevada Departments of Banking and Insurance.  Mark also holds securities licensure to act as client fiduciary through the Financial Industry Regulatory Authority (FINRA) designation as an Investment Advisor Representative.  In addition, he holds Notary Public authorities in New Jersey and Pennsylvania.

Over the past several years, he has focused on addressing the specific need for in-depth retirement income and Social Security planning, and the effects they may have on an overall portfolio.  As a frequent speaker and lecturer, he has shared his knowledge and expertise with individuals and business owners throughout the country.

A lifelong New Jersey resident, Mark currently resides in Hunterdon County, NJ with his wife, Dawn and 2 children, Haley and Jason.