Mark Singer, CFP®

Mark Singer, CFP® is a prominent figure in the financial advisory industry with over three decades of experience.1 He is the President and Co-Founder of Financial Literacy Toolbox, a company he developed and launched to offer unbiased educational solutions for both plan sponsors and plan participants.1

Professional Background

Mark Singer holds the designations of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).1 He has dedicated the last eight years to finding innovative ways to enhance financial literacy within the corporate world.1

Contributions to Financial Education

Author:: Mark has authored three books, with his most recent being "The New Financial Wellness – Changing the Conversation," which provides insights and solutions from industry leaders.1

Speaker:: He is a frequent speaker at events, focusing on topics such as financial wellness, retirement planning, and avoiding retirement mistakes.1

Educator:: Through the Financial Literacy Toolbox, Mark offers a comprehensive suite of educational resources, including:

• A series of informational videos organized by age, style, and topic
• Worksheets and downloadable resources
• Content covering major areas of personal and family financial management1

Media Presence

Mark's expertise has been recognized in various media outlets:

• Featured in The Wall Street Journal, ABCNews.com, and FoxNews.com
• Appeared on Bloomberg Radio
• Local appearances on NECN and WRKO in Boston1

Thought Leadership

Mark Singer is considered a thought leader in financial education.3 He regularly contributes to industry publications, including monthly contributions to Employee Benefit Adviser and 401k Specialist.1 His work focuses on addressing financial illiteracy in the workplace and promoting financial wellness programs.23

Through his various roles and initiatives, Mark Singer, CFP® has established himself as a dedicated professional committed to enhancing financial literacy and education in the corporate world.