Mort Potoff established MJP Associates in 1981 and has over 40 years of experience in the investment and insurance industries. He is a Certified Financial PlannerTM and provides comprehensive wealth management and financial planning services to our clients. Mort institutes a holistic approach to financial planning and provides guidance on all aspects of an individual’s financial life, including investments, retirement planning, taxes, insurance, and estate planning.
Mort is a General Securities Principal and a Municipal Securities Principal and retains the following securities registrations: Series 7, 24, 51, 53, 63 and 65. He holds a Bachelor of Science degree in Economics from Marietta College.
Outside of MJP Wealth Advisors, Mort is a member on the Board of Directors for the Katharine Hepburn Cultural Arts Center, a non-profit performing arts organization located in a historic theatre in Old Saybrook, CT.
Mort has three daughters and lives in Deep River, CT with his wife Jeanne.