Mark Stempel (CFP®, EA)

Mark Stempel focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Plan Investment Advice
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Holistic Financial Planning




Additional Information

We believe that the future of personal finance requires an advisor who Is conversant with all aspects of the client’s life, not just their investments—not even just their finances.

NAPFA Start Date

October 06, 2000


This Office

8 Manor Rd Fairfax, CA 94930-1408 Phone: (520) 235-6985 Fax: (415) 366-3111