Mark A. Roda, Principal
AWMA®, CRPC®, CSRIC®, CPFA®, AIF®
Mark is a Lancaster County native with more than 15 years of experience helping his clients make informed, and confident decisions about managing their wealth. Motivated by the opportunity to make a positive impact in the lives of others, he and his team at CLEAR WEALTH PARTNERS believe financial recommendations should always be provided in a clear, straightforward, and highly ethical manner.
Mark earned his bachelor’s degree from Bloomsburg University and entered the financial services field in 2005 working for a global trust company and then a national brokerage firm. He has completed coursework through the College of Financial Planning to earn the ACCREDITED WEALTH MANAGEMENT ADVISOR SM, CHARTERED RETIREMENT PLANNING COUNSELOR SM, and CHARTERED SRI COUNSELOR SM designations, the National Association of Plan Advisors to earn the CERTIFIED PLAN FIDUCIARY ADVISOR TM designation and the Center for Fiduciary Studies to earn the ACCREDITED INVESTMENT FIDUCIARY® designation.
In 2011 Mark entered private practice, affiliating with Commonwealth Financial Network to offer his clients a more personalized and independent wealth management experience. This partnership provides his firm access to Commonwealth’s deep institutional resources, allowing him to deliver his clients cutting-edge, big city strategies with the personal feel of a small-town office:
PERSONAL WEALTH MANAGEMENT: Offering custom asset management, personalized financial planning and exceptional service to individuals, families, trusts and non-profits.
EMPLOYER RETIREMENT PLANS: Advising retirement plans for employers who are passionate about helping their employees prepare for a dignified retirement.
Mark lives in Elizabethtown with his wife Ann and their three daughters. He has volunteered for several community service organizations, currently serving as an investment committee member for The United Way of the Capital Region, The Boy Scouts of America PA Dutch Council and The Ronald McDonald House Charities of Central PA.