Mark Temperato is an Owner and Wealth Management Advisor at Max Your Dash Advisors, where he works with individuals, families, business owners, and retirees who want clarity, confidence, and peace of mind around their finances. With more than 14 years of experience, Mark believes the real value of financial planning isn’t found in spreadsheets alone, but in helping people feel secure enough to focus their time and energy on what matters most in their lives.
As a founder of the firm, Mark built Max Your Dash Advisors around a simple but powerful idea: the “dash” represents the time between the year you’re born and the year you die, and how you choose to live that time matters. His role as a personal Family CFO is to help clients organize, simplify, and proactively manage their financial world—especially when decisions feel complex or overwhelming—so money supports a life rich in experiences, relationships, and purpose. Mark holds the CLU®, ChFC®, RICP®, and BFA designations. Outside of work, he enjoys spending time with his wife Lindsey, their children Enzo and Carmella, and their chocolate lab, Reggie—often on the golf course, in the kitchen, or enjoying a good bourbon.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.