BACKGROUND & EXPERIENCE
Mark Exler is Director of Wealth Management & Planning at H2R Wealth Management. Prior to joining H2R, Mark served as President of Exler & Company, Inc. where he began his career in public accounting. Mark concentrates his practice in real estate, personal service businesses, and financial and tax planning for businesses, individuals, and families.
EDUCATION & LICENSES
- Bachelor’s Degree in Accounting – Robert Morris University
- CPA
- AICPA Personal Financial Specialist (PFS) Designation
- Licensed Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity – PA Resident Producer
- Licensed General Securities Representative – Series 7 & Series 66 - held through LPL Financial.
PROFESSIONAL & COMMUNITY INVOLVEMENT
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Past President – Kiwanis Club of Oakland
- Past Treasurer – Jewish Sports Hall of Fame of Western Pennsylvania
- Past Board of Visitors Member – Robert Morris University Rockwell School of Business
PERSONALLY SPEAKING
Mark lives in Lawrenceville with his wife, Robin. They enjoy spending time with their children, Jamie and Andrew, who live in the Pittsburgh area. Golf and golf history, travel, and finding new dining destinations are among Mark’s favorite activities.