Mark Lumia is Founder and CEO of True Wealth Group, LLC, which has its headquarters in Lady Lake, Florida, in an area commonly known as “The Villages.” Mark started his career as a financial professional after leaving the University of Florida in 1989. Mark is a Certified Financial Planner® (CFP®), Retirement Management Analyst (RMA) a Chartered Financial Consultant® (ChFC®), and Certified Advisor for Senior Living® (CASL®). He holds numerous other licenses and credentials such as Series 6, 7, 24, 26, 63 and 65. He is a Master Elite IRA Advisor® and an Infinite Banking Concepts® Authorized Practitioner. He also holds a Real Estate License. While Mark specializes in retirement income planning, his office also helps clients with Medicare and Social Security planning. On his free time, Mark enjoys spending time with his wife, Maryna, their two sons, Liam and Ian, and their beautiful daughter, Mia.
For more information on creating a lifetime stream of income for you and your family, call True Wealth Group at (352) 561-4571 [toll free is (800) 7Mark72] or visit www.RetirementMark.com.