Mark J. Alaimo
Managing Director, CPA/PFS, CFP®
As Managing Director of the Wealth Management group, Mark leads a team dedicated to providing customized wealth management services to individuals and families. He has a passion for tying together all the loose ends his clients may have into a cohesive plan, and utilizes his extensive background in tax and estate planning to best serve every need.
Prior to joining Sapers & Wallack, Mark served as a Client Advisory Director for a global boutique multi-family office advisor headquartered in Boston. Previously, Mark served as Principal of a comprehensive wealth management firm, and as a Private Client Tax Manager for a regional CPA firm. Skilled at providing objective, comprehensive advice in all areas of wealth management, including investments, estate planning, cash flow planning, retirement planning, tax planning and philanthropy planning, Mark accompanies individuals and families as they pursue their financial goals by distilling various financial and tax complexities into clear, tangible and innovative steps towards the achievement of their goals and objectives as their trusted advisor and chief advocate.
Mark is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner Practitioner. Mark received a Bachelor of Science in Accountancy with a Minor in Law, a Master of Science in Financial Planning, and a Graduate Certificate in Taxation, all from Bentley University. He is also an active member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants and is a frequent speaker on various financial and tax topics.
Mark and his family reside in Methuen, Massachusetts, where he has a long history of civic involvement in the Knights of Columbus, the Spirit of Adventure Boy Scout Council (he is also an Eagle Scout), the Ancient Order of Hibernians in America, and local church governance. Professionally, he is engaged as a member of the Bentley Executive Club, the Central Catholic Alumni Association, and other business groups.Visit my LinkedIn page