--- title: Mark Zaifman|Spiritus Financial|Morningstar Advisor|US News & World Report description: Mark Zaifman of Spiritus Financial was interviewed by Morningstar Advisor and US News & World Report revealing his philosophy & approach to long-term investing. --- [![Spiritus Financial Logo](https://www.spiritusfinancial.com/hs-fs/hubfs/Spiritusfinancial-2016/Image/Spiritus_Financial_logo.png?width=238&name=Spiritus_Financial_logo.png "Spiritus Financial Logo")](https://www.spiritusfinancial.com/) [707-534-9478](tel:707-534-9478) ![spiritus-financial-press-banner.png](https://www.spiritusfinancial.com/hs-fs/hubfs/Spiritusfinancial-2016/Image/spiritus-financial-press-banner.png?width=1400&name=spiritus-financial-press-banner.png "spiritus-financial-press-banner.png") # Press ## *More about Mark* ** ** [![Morningstar_Advisor-2.png](https://www.spiritusfinancial.com/hs-fs/hubfs/Morningstar_Advisor-2.png?width=320&name=Morningstar_Advisor-2.png)](https://www.spiritusfinancial.com/hs-fs/file-273018499-pdf/docs/morningstar_advisor_profile.pdf?t=1480447369495) **Mark Zaifman featured in Morningstar Advisor Magazine** Mark Zaifman was chosen by Morningstar Advisor magazine to be profiled in their Advisor Profile section. [**The Simple Life Cuts a Path to Prosperity**,](https://www.spiritusfinancial.com/hs-fs/file-273018499-pdf/docs/morningstar_advisor_profile.pdf?t=1467159817226) is an in-depth and intimate profile revealing Mark's philosophy and approach to investing and how he transformed this philosophy into a holistic financial planning firm. ### **[![USNews_and_World_Report-1.png](https://www.spiritusfinancial.com/hs-fs/hubfs/USNews_and_World_Report-1.png?width=345&height=69&name=USNews_and_World_Report-1.png)](http://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/04/20/investors-think-twice-before-buying-exotic-etfs?page=2) ** **Mark Zaifman quoted in U.S. News & World Report ** **In an article titled, **[**Investors: Think Twice Before Buying Exotic ETFs**](http://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/04/20/investors-think-twice-before-buying-exotic-etfs?page=2), Mark Zaifman offers his opinion on why it's important to look before you leap when considering purchasing exotic ETF's.  ## Press Releases - [**Mark Zaifman awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ **](https://www.spiritusfinancial.com/hs-fs/file-376393533-pdf/docs/2013_aif.pdf?t=1470158138669) - [Charles Schwab New Custodian for Spiritus Investment Management Clients](https://www.spiritusfinancial.com/hs-fs/file-15893010-pdf/docs/2010_august_chosen_charles_schwab.pdf?t=1470158138669) - [Emotional Intelligence (EQ) Money, and You to be Presented at Apogee Dental Network’s Annual Summit](https://www.spiritusfinancial.com/hs-fs/file-15892863-pdf/docs/2009_dec_apogee_conference_in_scottsdale.pdf?t=1470158138669) - [Your Money or Your Life – Updated for the 21st century](https://www.spiritusfinancial.com/hs-fs/docs/2008_YMOYL_21st_Century.pdf?t=1470158138669) - [Holistic Financial Planning and Professional Coaching, a Natural Partnership in Small Business Consulting](https://www.spiritusfinancial.com/hs-fs/docs/2006_Choice_magazine_article.pdf?t=1470158138669) - [Zurich, Switzerland & Sonoma County, CA – More in Common Than Chocolate, Cheese, Green Hills and Cows](https://www.spiritusfinancial.com/hs-fs/docs/2005_Weber_Hartman.pdf?t=1470158138669) - [Spiritus Financial Planning, Inc., and Asset Strategies International, Inc.form strategic alliance ](https://www.spiritusfinancial.com/hs-fs/docs/2005_Asset_Strategies.pdf?t=1470158138669) - [Spiritus Chosen by Financial Planning Association to Participate in National Mentoring Program](https://www.spiritusfinancial.com/hs-fs/docs/2004_Natural_Health.pdf?t=1470158138669) - [Natural Health magazine features Holistic Financial Planning](https://www.spiritusfinancial.com/hs-fs/docs/2004_Natural_Health.pdf?t=1470158138669) - [Spiritus Financial Planning sponsors author Vicki Robin in exclusive North Bay appearance](https://www.spiritusfinancial.com/hs-fs/docs/2003_Vicki_Robin_at_IMC.pdf?t=1470158138669) - [Mark Zaifman Launches Spiritus Financial Planning](https://www.spiritusfinancial.com/hs-fs/docs/2003_Spiritus_Launch.pdf?t=1470158138669) - [Your Money or Your Life presentation at Sonoma County Volunteer Center](https://www.spiritusfinancial.com/hs-fs/docs/2008_YMOYL_21st_Century.pdf?t=1470158138669) ## Interviews with Mark **U.S. News & World Report -  *****[Investors: Think Twice Before Buying Exotic ETFs.](http://money.usnews.com/money/personal-finance/mutual-funds/articles/2015/04/20/investors-think-twice-before-buying-exotic-etfs?page=2)**** * **Morningstar Advisor Magazine -** [**The Simple Life Cuts a Path to Prosperity**](https://www.spiritusfinancial.com/hs-fs/file-273018499-pdf/docs/morningstar_advisor_profile.pdf?t=1470158138669) **LifeGoesStrong -** [**Marriage and Money: Help for Couples that Argue**](http://work.lifegoesstrong.com/article/marriage-and-money-help-couples-argue) **Creditcards.com - **[*10 Ways to Spring Clean Your Finances*](http://www.creditcards.com/credit-card-news/10-ways-spring-clean-finances-1267.php) **Business Info Guide - **[*Entrepreneur Interview*](http://businessinfoguide.com/entrepreneur-interview-mark-zaifman-spiritus-financial-planning/) **SmartMoney.com**  - [*Retirement Planning For the Bankrupt Boomer  *](http://www.smartmoney.com/personal-finance/retirement/retirement-planning-for-the-bankrupt-boomer/) **FORBES.com** - [*Finance & Romance: A Perfect Marriage?*](http://www.forbes.com/2010/07/15/marriage-money-fights-couples-relationships-forbes-woman-net-worth-family-finances.html)**  ** ** ** **CoffeeParty USA - **[*Financial Literacy*](http://www.blogtalkradio.com/search/mark-zaifman/) **Fabulous & Frugal - ** [*The Art of the Financial Planner *](http://fabandfru.com/2010/01/the-art-of-the-financial-planner/) **North Bay Bohemian -*** *[*No Shame, No Blame*](http://www.bohemian.com/bohemian/03.04.09/feature-zaifman-0909.html) [TV interview](http://www.katu.com/amnw/segments/38469934.html)** on 'AM Northwest' with ABC affiliate, KATU in Portland ** **Bankrate.com** - [**Voluntary Simplicity**](http://www.bankrate.com/brm/news/Financial_Literacy/investing_money/voluntary_simplicity_a1.asp?s=2&caret=114a#2). © 2026 Spiritus Financial Planning. All Rights Reserved.