Mark Coffey (CFP®, JD)
Mark Coffey focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Baby Boomers
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Financial Planner since 1985 providing comprehensive Fee-Only (tm) Financial Planning to individuals and families. Non-practicing attorney with extensive experience working with families covering multiple generations.Additional Information
Serves on several charitable boards and foundations. Married with 2 children.NAPFA Start Date
January 15, 2004