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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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4111 Worth Ave. #510 Columbus, OH 43219-3599 Phone: (614) 885-1115 Fax: (614) 885-1495
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