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


This Office

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