Mark Cortazzo, CFP®, CIMA® in

Mark Cortazzo, CFP®, CIMA®

Inquirer · DISC type dc
Senior Vice President. Financial Advisor at Wealth Enhancement Group
📍 Parsippany, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Current Role
Senior Vice President. Financial Advisor
Location
Parsippany, New Jersey, United States
Personality Overview

How Mark shows up

Upfront
Hard To Convince
Demanding

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Mark cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2021 - 6-2025
Senior Vice President. Financial Advisor
Wealth Enhancement Group
6-1992 - 7-2021
Founder and Senior Partner
MACRO Consulting Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
The Wharton School
Education details unavailable
Rider University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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