Mark Diamond

Founder at

Beacon Retirement Planning Services, Inc.

76 year

Finance

Consumer Services

Profile

Mr. Mark Diamond is a Senior Vice President at Beacon Retirement Planning Services, Inc. He Co-founded Beacon Financial Group in 1995.
He takes an individually tailored approach to each client, based on what the client wants to achieve.
His attention is sharply focused on our clients’ objectives and risk tolerance.
He aims to make investing convenient, informed, and, above all, personal.
Mark is a Registered Representative through Kestra Investment Services, LLC and an Investment Advisor Representative with both Kestra Advisory Services, LLC and Beacon Financial Group.
His career began in 1979 with Prudential Securities.

Mark Diamond active positions

Companies	Position	Start
Beacon Retirement Planning Services, Inc. Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon utilizes a combination of fundamental, technical and cyclical methods of analysis. They follow a rigorous and detailed planning process to create a diversified portfolio aimed at meeting client objectives. The firm primarily allocates client assets among various mutual funds, ETFs, individual publicly traded debt and equity securities, and independent managers in accordance with their stated investment objectives.	Founder	31/12/1994

All active positions of Mark Diamond

Former positions of Mark Diamond

Companies	Position	End
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/12/1999

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Linked companies

Private companies	3
Prudential Securities Prudential Securities Investment Banks/BrokersFinance Provides brokerage services	Finance
New York Institute of Technology New York Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beacon Retirement Planning Services, Inc. Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon utilizes a combination of fundamental, technical and cyclical methods of analysis. They follow a rigorous and detailed planning process to create a diversified portfolio aimed at meeting client objectives. The firm primarily allocates client assets among various mutual funds, ETFs, individual publicly traded debt and equity securities, and independent managers in accordance with their stated investment objectives.	Finance