Mark Kluge, CLU®, CAP®, AEP® is a founding partner at BlueMark Advisors in Rochester, New York. BlueMark Advisors is an independent wealth advisory and risk management firm delivering customized insurance solutions, personalized service and support, and superior value through providing objective access to major insurance carriers, advanced planning support and expertise in risk underwriting.
Mark also founded LeverageYourGift.com, a philanthropic planning resource for donors and professional advisors.
Mark has over 30 years of experience in serving families in developing comprehensive wealth and risk management strategies with a strong focus on inter-generational wealth transfer and charitable estate planning.
Mark earned his undergraduate degree in English from Colgate University and holds the Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) designations from The American College. Mr. Kluge also holds the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils and has his Life, Accident & Health Insurance and FINRA Series 7 & 66 licenses.
He is a member of the Estate Planning Council of Rochester, the Planned Giving Council of Upstate New York, the Society of Financial Services Professionals and serves on the professional advisory councils of numerous non-profit organizations.
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