Broker Check
Mark Pagni

Mark Pagni

Principal, Wealth Transfer Planning Consultant

Mark brings a prodigious amount of experience in the finance industry to his role as Lakeside’s Principal, Wealth Transfer Planning Consultant. He has been a part of Equitable since 1982, and specializes in retirement planning, and estate and legacy planning. Mark is attuned to the unique nature of legacy planning expertly navigates the sensitive and impactful discussions required to make a plan that reflects an individual’s and family’s wishes. It is his priority to ensure the generational longevity of each family, and helps to clarify the options available to each client through an extensive analysis of the current and future financial situation. Mark seeks to understand his client’s wishes and intent, and translates that into a strategic plan for the future that is simple for both the client and their family.

Mark was born and raised in Grove City, Pennsylvania and has a long history serving the US Army Security Agency. He completed the UH1H Helicopter Maintenance Certification in 1976, while enlisted in the United States Army, and served as a Helicopter Crew Chief for the remainder of his tour in the Army, attaining the rank of Sergeant.  He has taken is dedication to service for others into his volunteer work with multiple organizations, serving as Committee Chairman of the Akron Children’s Hospital “Hope Ambassadors” program,  and is past President of the Society of Financial Services, Akron Chapter, as well as a past board member of Visiting Nurse Services Hospice Care of Akron. Outside of his professional and service life, he loves to spend time with his wife Janice, and two grown children, Nick and Jordan. He also enjoys the fast life through his love of foreign sports cars and travel, and explores the northeast Ohio landscape while hunting.

Office Location:

3057 West Market Street, Suite 201,

Akron, OH 44333

Certifications

Series 7, 63

Life and Health Insurance

Registered Investment Advisor

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Education

University of Akron