Mark Chando, CFP®

Vice President | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Mark Chando is a wealth management financial advisor based in Allentown, PA.

Mark works with successful business owners, affluent families, and nonprofit leaders who are navigating complex financial decisions around wealth transfer, charitable giving, retirement planning, and business succession. With over two decades of experience and credentials as a CFP®, he takes a collaborative and values-driven approach to financial planning. He helps clients align their wealth with their purpose, simplify complexity, and build lasting legacies. He also works closely with attorneys, CPAs, and philanthropic consultants to deliver coordinated, tax-efficient strategies tailored to each client’s unique goals.

In addition to his work with individuals and families, Mark supports nonprofit executives and board members in managing endowments and foundations, helping them align financial strategy with mission and long-term sustainability.

Mark earned both his Bachelor of Science degree in finance and Master of Business Administration degree from Pennsylvania State University.

Outside of work, Mark is actively involved in the community and enjoys spending time with his family. He is passionate about helping clients make confident decisions that reflect what matters most to them.

Education

  • Bachelor of Science degree in finance from Pennsylvania State University
  • Master of Business Administration degree with a concentration in management from Pennsylvania State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2024

Resources

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