A Holistic Coaching & Investment Firm
As a 4th generation business owner, Mark Mollon has a passion for both entrepreneurship and educating individuals with the knowledge to create a legacy of financial security from one generation to the next. Mark is the co-founder of Legacy Builder Group, LLC. and is a licensed insurance professional and an Investment Advisor Representative with CSP Financial Group, LLC. a Registered Investment Advisor firm specializing in wealth preservation, asset protection, retirement planning, tax diversification strategies and legacy planning.
Mark spends much of his time speaking on the importance of investor awareness, covering topics such as, How to Defeat Your Inner Money Demons and Discovering Your True Purpose for Your Money. His unique areas of expertise give him an in-depth understanding of the mistakes individuals make in their financial planning.
Mark obtained the Chartered Federal Employee Benefits Consultant Designation (ChFEBC℠) in February 2018. The ChFEBC℠ program prepares professional to meet the financial needs of Federal Employees. ChFEBC℠ can identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to achieve those goals.
These Federal Benefit Professionals complete extensive training to become a ChFEBC℠ (Chartered Federal Employee Benefits Consultant℠). They are required to stay up-to- date on the ever-changing Federal Government Benefits Programs. They have extensive knowledge about FERS, CSRS, Special Provisions (LEO, FF, ATC, CBPO, MRT).
Mark conducts a number of financial educational classes throughout the Washington DC area and online courses nationally as a part of his Investor Coaching Series. This series expresses his desire to empower individuals through financial education.
Mark attended the University of Maryland College Park and is the father of three. He resides in Prince George’s County, Maryland.
*Fee-based financial planning and investment advisory services are offered by CSP Financial Group, LLC a Registered Investment Advisor in the States of Arizona, California, Maryland, New York, Texas, Pennsylvania and West Virginia. CSP Financial Group, LLC also recommends insurance products and services. CSP Financial Group, LLC outgoing and incoming e‐mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e‐mail. We cannot ensure the security of information e‐mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.
We believe that each individual has unique value that contributed to the betterment of society. This includes each of us at Legacy Builder Group. Our advisors went through an extensive process to identify their unique value (superpower) and learn how to best serve you:
"My Unique Value is balancing perspectives for the purpose of creating an environment of understanding."