Mark Cortazzo

Mark Cortazzo

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Mark Cortazzo is a Senior Vice President and Financial Advisor at Wealth Enhancement Group, a leading independent wealth management firm delivering comprehensive financial planning, retirement planning, and investment management services. With more than 30 years of experience as an investment advisor, Cortazzo is widely recognized as a trusted authority in financial advice and retirement income strategies. Prior to joining Wealth Enhancement Group, he was the Founder and Senior Partner of Macro Consulting Group, an independent wealth management firm based in New Jersey. Throughout his career, Cortazzo has earned numerous industry awards and professional accolades, reflecting his commitment to client-focused planning and long-term financial outcomes. In addition to his advisory work, Cortazzo is a frequent speaker and a widely quoted resource for both local and national media, regularly providing expert commentary on retirement planning, investing, and personal finance topics.

Professional Experience


Academic History

EXPERTISE & THOUGHT LEADERSHIP

  • With more than 25 years of experience in the financial services industry, Mark Cortazzo is a recognized thought leader in retirement planning, wealth management, and financial advice.

  • His career includes senior roles at some of the largest and most respected institutions in the industry, including a major U.S. brokerage firm, one of the largest banks in the Northeast, and a global insurance company.

  • Cortazzo’s insights on investing, retirement income strategies, and personal finance have been featured in leading national publications such as Barron’s, The Wall Street Journal, Kiplinger’s, InvestmentNews, Registered Rep, Bloomberg Personal Finance, and The New York Times.

  • In addition to his media presence, he is a frequent keynote speaker for corporate retiree groups and professional organizations, including Pfizer and Warner-Lambert, ExxonMobil, Merck, Viacom, and AARP, where he shares practical guidance on retirement readiness and long-term financial planning.


RECOGNITIONS

  • Forbes America's Top Wealth Advisors, 2016–2024

  • Forbes Best-in-State Wealth Advisors, 2018–2024

  • Barron's Top 1,200 Financial Advisors, 2009–2024

  • Worth Magazine's Top Advisor, 2002

  • Fortune Magazine's Top Advisor, 2008

  • Reuter's Top Advisors, 2008

  • Financial Times Top 400 Financial Advisors, 2015

  • Registered Rep's Top Advisors, 2007–2009

  • Medical Economics Top Advisor, 2008–2015

  • NJ Monthly Magazine, 2012–2020

  • Research Magazine's Advisor Hall of Fame, 2003

  • NJBIZ Top 40 Under 40, 2004

  • Boomer Market Advisor's Advisor of the Year, 2010


CERTIFICATIONS

  • Certified Investment Management Analyst, CIMA®

  • Certified Financial Advisor, CFP™