Mark B. Trauman, CFP<sup>&reg;</sup> - Financial Advisor

Mark B. Trauman, CFP®

JD, CPA, AIF®

Owner/Financial Advisor

Reliance Financial Advisors

2200 Georgetown Drive, Suite 300
Sewickley, PA 15143
FINANCIAL ADVISOR'S WEBSITE
(724) 934-3122

General

Mark Trauman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Reliance Financial Advisors in Sewickley, PA and the surrounding communities.

Financial Advisor Overview

Mark Trauman founded Reliance Financial Advisors in 1995. Located in Franklin Park, Pennsylvania, Reliance Financial Advisors specializes in financial planning and in fee-based asset allocation and portfolio monitoring, as well as in offering nonproprietary investments and insurance products and tax-preparation services to individuals and businesses. Reliance Financial Advisors offers 401(k)/profit-sharing plans and tax planning services to corporate executives, business owners, entrepreneurs, and corporations.

More

Financial Advisor Experience

Mark has a Juris Doctor degree, is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary® (AIF®), and a Registered Investment Adviser with the proper regulatory agencies. He also holds FINRA Series 7, 63, and 65 securities registrations. Mark’s prior experience includes working as a manager/financial advisor for American Express Financial Advisors, Inc., as well as holding positions at PPG Industries, Ernst & Young, KPMG Peat Marwick, and Cargill, Inc. Mark received a bachelor of accountancy degree from the University of North Dakota in Grand Forks, North Dakota and his Juris Doctor degree from Concord Law School in Los Angeles, California.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Admitted to Bar
  • Other - AIF®

Insurance Licenses

  • Life insurance: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through Reliance Financial Advisors, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Preparation and Tax Planning Services offered by Mark Trauman, CPA and Reliance Financial Advisors.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

More

Helpful Financial Planning Resources