Modera Wealth Management
Modera Wealth Management

Mark A. Rioboli, CFP®, CFS

Principal & Wealth Manager

Christopher “Cory” White, CFP®
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As a Wealth Manager, Mark applies his expertise and attention to detail to solving clients’ financial puzzles. He has over 30 years of experience in the wealth management industry.

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist

Education

St. Joseph’s University, B.S., Finance

Giving Back

Winter Clothing for Refugees

Modera’s Philanthropy Committee led a winter clothing drive to support people from Afghanistan who are being resettled in the US. Modera learned of this need through Kevin Sweeney‘s wife Deirdre who has been working at the McGuire Air Force Base in southern NJ, providing medical care to Afghan refugees.

Michael Gibney, Committee Chair, and Mark Rioboli led coordination efforts in the NJ and PA offices and traveled to the military base multiple times to drop off the donated clothing.

Learn more about how we serve our community

Read more about Mark

What do you value most in your client relationships?

One of the best parts of working with our clients is the personal relationships I’ve established with them over the years.  Our meetings are a blend of planning and investment discussions and news about their families, businesses, and careers.  We’ve celebrated the good times and I’ve helped them through the tough times.

What sparked your interest in financial planning? What fuels you every day in your work?

I graduated from college with a degree in finance shortly after a 20% market decline.  There were very few finance jobs and I applied for a financial planning job which I knew nothing about.  Financial planning wasn’t well known 30+ years ago.  I loved it.  I loved learning about investing, retirement planning, estate planning and all of the other planning areas.  It was so broad, I found it challenging to learn, which kept my interest.  Helping people to relieve their worry is such a wonderful part of this job. 

What do you enjoy most about working at Modera?

The best part of Modera is the people.  They are so collaborative and humorous.  Everyone is always offering to help, and they are so genuine and down to earth.

How do you do good in your community?

In 2019, a former colleague of mine asked me to join the Board of Trustees of the Overbrook School for the Blind.  I serve on the investment committee and advise on the management of the endowment. OSB was founded in 1832 and serves approximately 200 students.  It’s an amazing place, and I am proud to be a small part of it.

Mark’s Insights

The Inflation Reduction Act: What It Means to You

On August 16th, President Biden signed into law H.R. 5376, otherwise known as the Inflation Reduction Act. It is significant and complex legislation. In a nutshell, its changes will impact energy, health care, and tax policy for both consumers and corporations . Below, we try to break down these issues and what it could mean for you.

The Great Resignation: Before You Commit to Quit

Often referred to as “The Great Resignation,” people have been quitting or changing their current jobs like never before, looking for greener pastures and a perceived better quality of life. Are you mulling over an early retirement? Perhaps you are thinking of a job change; self-employment, a job at a new company or temporary time away from your current position. Regardless of your reason or goal, there are several things to consider before resigning from your current job.

Tax Scams: The “Dirty Dozen” to Avoid

For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.

Decanting a Trust

Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?

HBPub: Memorial Day Estate Planning Thoughts

Mark Rioboli, CFP®, CFS, of Modera’s Wayne PA office, shares his perspectives on common mistakes people make when it comes to estate planning and some tips on how to avoid those common pitfalls. Read more in this article by Hank Berkowitz.

2021-12-07T20:56:47+00:00
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