Mark Zaifman is not your father's financial planner. Using a holistic, values-based strategy, he helps people nationwide effectively manage their money. Working with Mark, you can expect understanding and accessibility rather than a cold dissection of your financial situation. His successes stretch across his background as a tax accountant and now fee-only financial planner based in Petaluma, CA. His experience as both a public and then private accountant allows him to provide his present clients with a two-for-one service. His planning services are fee-only and with the added bonus of offering tax guidance – you receive a benefit most financial planners cannot provide.
Mark is also a Registered Investment Advisor and has an NASD Series 65 license.
In addition, Mark earned the AIF® designation from the Center for Fiduciary Studies. The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
And, he is a proud member of the Financial Planning Association.
Head over to the FPA website where you can access many free financial planning resources.