Mark R. Lefebvre, CLU®, ChFC®, APMA®
Partner
I am the Managing Partner of Crosspoint Financial Advisors, LLC, where I leverage over three decades of industry experience to guide my clients toward their financial goals. My career in the financial sector began in 1990, following three years as an investment banker at Brown Brothers Harriman, providing me with a deep-rooted understanding of complex market dynamics.
Education & Professional Credentials
I hold an honors degree in Economics with a minor in Business from Providence College. To ensure I provide the highest level of expertise and comprehensive service, I have obtained several rigorous industry designations and licenses, including:
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- Accredited Portfolio Management Advisor® (APMA®)
- FINRA Series 7 & 63 licenses (held through LPL Financial)
- Life, Health, and Variable Annuity licenses
Community & Personal Interests
Outside of my professional practice, I reside in Westford with my wife, our three children, and our two rescue dogs. I believe in maintaining a disciplined and active lifestyle; I am a competitive soccer player in the Massachusetts over-40 and over-50 leagues and practice yoga to maintain the flexibility required for the sport.
Additionally, I am a passionate collector of sports memorabilia and maintain an extensive sports card collection. My wife and I are also deeply committed to our community and remain actively involved with several local charitable organizations.