Mark Weller, CFP® MBA in

Mark Weller, CFP® MBA

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Financial Adviser at Karalius & Associates Insurance and Financial Services LLC
📍 Royersford, Pennsylvania, United States

Mark is a Financial Adviser at Karalius & Associates, leveraging his CFP® certification and MBA from La Salle University to serve his clients. He was recently named a Forbes Best-in-State Financial Security Professional and qualified for New York Lifes Presidents Council. People he has worked with describe him as knowledgeable and patient.

Mark has strong ties to the Philadelphia area, having earned his MBA from La Salle University. His professional interests reflect a deep commitment to his alma mater and the financial well-being of the local community.

Unique fact: He was recently honored as one of the top insurance professionals in his state by Forbes | Shook.

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Experience
24 Years
Current Role
Financial Adviser
Job Level
Junior
Location
Royersford, Pennsylvania, United States
Personality Overview

How Mark shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mark cares about

Family Financial Planning
Frequently posts about preparing the next generation, including planning for education, supporting adult children, and protecting a family's legacy.
Retirement Security
Focuses on helping clients build financial strategies that allow them to support their families without sacrificing their own long-term savings and retirement goals.
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Career

Work history

8-2020
Financial Adviser
Karalius & Associates Insurance and Financial Services LLC
6-2012
Investment Adviser Representative
Eagles Strategies, LLC
12-2009
Financial Services Professional
Nylife Securities LLC
6-2009
Agent
New York Life
12-2008 - 5-2009
MBA Intern
New York Life
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2015
CFP Certification
American College
2007 - 2009
MBA
La Salle University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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