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.
Spiritus Financial Planning was founded by Mark Zaifman, AIF® in 2003 with the intention of offering fee-only, values-based retirement planning services.
Our holistic approach to retirement planning is both light-hearted and respectful of the profound, and often conflicted issues money can raise in one's life. We focus on bringing your money and your life in alignment with your values. We will help you develop sound financial strategies that can add more to your net worth than a lifetime of work.
Serving clients from coast to coast, Spiritus Financial is a California registered investment advisory firm. We are independent and objective and always put your best interests first. With Spiritus, you can expect stellar service and individualized attention. We are interested in building lifelong relationships – beginning with you.
Our goal is simple - to help you make smart financial decisions.
Mark is a former board member of Petaluma based COTS (Committee on the Shelterless) as well as Landpaths, a Sonoma County land preservation non-profit and is on the estate planning advisory board of the Community Foundation, Sonoma County. Other accomplishments in Mark's career include serving on the committee of the FPA (Financial Planning Association) to mentor young financial planners; forging strategic partnerships with international providers to offer state-of-the-art services.