Mark Boldeia, CRPC®
Senior Financial Advisor
Mark Boldeia became a financial advisor in 1998 upon obtaining a bachelor’s degree in business administration at the University of New Hampshire. In addition to the traditional financial planning and wealth management services provided by Financial Advisors, Mark became a Chartered Retirement Planning CounselorSM in 2009. With this certification, Mark has developed the skills necessary to specialize in retirement income strategies.
For the past 14 years, Mark has been providing his clients with financial planning and wealth management services specific to the financial values, goals, and vision of each and every one of his clients. Mark understands that everyone’s economic and life situation is unique, as his clients are all in different stages of life and require multigenerational planning. Whether a client is anxious as to where to invest their savings, fund their children’s education, or plan for retirement, it is important for any advisor to have a commitment to professionalism and the cooperative development of unique, personal goals which, in return, form the foundation of any strong financial plan.
By joining Commonwealth Financial Network®, an independent broker-dealer, his goal is to continue to foster his client relationships and actualize his clients' goals through these relationships and his genuine interest in their financial success.
Mark resides in Merrimack, New Hampshire, with his wife Natalie, their son Declan, and their Great Dane, Bruschi.
Mark Boldeia is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him/her among the top 39 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Client Relations Manager
Natalie has been supporting Mark behind the scenes as his wife since 2007 and recently joined the practice in 2011 as Mark’s client relations manager. Natalie’s responsibilities include facilitating Mark with client requests, assisting clients with any administrative tasks, marketing, and advocating the growth of the practice, including organizing and planning client events. She is dedicated to providing clients with a valued standard of service and making their experience as rewarding as possible.