Mark S. Coletta

CPA
Registered Principal
Investment Advisor Representative

Mark is a 1984 graduate of Providence College with a degree in Accounting. He earned his Certified Public Accountant certificate while working in public accounting. Mark spent several years in the corporate world working as an internal auditor and a corporate controller.

Mark and his wife, Lynn, started their own CPA firm, Coletta & Coletta, LLC, in 1991. In 1994, Mark began offering financial planning services to his tax clients. By 1999 Mark felt compelled to become fully licensed in the financial services industry and passed the necessary examination requirements to offer comprehensive financial planning.

Since that time, Mark has worked with many clients and their friends and family to offer a view of financial planning that incorporates his knowledge of taxes into all aspects of his work.

Over the years, Mark has developed considerable experience in the areas of pre-retirement planning and retirement income distribution planning. As well as retirement planning, Mark helps his clients with their insurance, education and estate problems.

Mark enjoys spending time with his family and friends, golfing and keeping up with New England based football and baseball. Mark and Lynn have three daughters, Meghan, Devon and Emily.

 

Tax services are provided by Mark Coletta, CPA and are not a service of Raymond James.