Our Staff

Mark S. Rizzo, CFP®

President

For over twenty five years, Mark has specialized in helping his clients plan and save for retirement as well as providing them with strategies to manage their assets.  KGR Financial Resources is a full service financial plan consulting firm committed to helping people pursue their financial goals.  

Mark grew up in the town of Bellingham, MA and received his BA in Economics from Framingham State College in 1983. 

Immediately after graduation Mark accepted a position with a major financial services organization specializing in retirement programs for educational professionals.  He worked with teachers and administrators throughout Massachusetts and Rhode Island in establishing, organizing and maintaining their personal retirement plans.

In 1993, Mark joined the staff of the Keyes-Graham Insurance Agency of Plainville, MA as Vice President of Marketing.  In 1996, he was appointed President after the retirement of founding partner Thomas R. Keyes.  He served in this position for seven years.  In July of 2003, Mark assumed the title of owner after purchasing the company which he now operates under the name of KGR Financial Resources.

Mark is an Investment Advisor Representative and Financial Representative of Lincoln Investment Planning, Inc.  He holds Series 6, 63, 26 & 65 securities registrations, as well as insurance licenses in Massachusetts, Rhode Island and Connecticut.  

Mark and his wife Robin currently reside in Mendon, MA and have four children.

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