Mark Gilbert (CPA/PFS, MBA)

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

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Since 1997 I have been providing comprehensive and focused financial planning, including investment management services, to individuals, corporate retirement plans, foundations and endowments.  My specialties include planning in the areas of retirement, investments, insurance/risk management, estate, income tax and business succession, and discretionary portfolio management.

 

 

Additional Information

I graduated with high honors and a BS in Accountancy from the University of Illinois in 1981.  I passed the Certified Public Accountant examination in 1982. In 1983, I received my MBA in Finance from the University of Michigan Ross School of Business.

In 1999 I was awarded the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist (PFS) designation to signify my education and experience in the field of personal financial planning.  Since 1997, I have earned an average in excess of 40 hours annually of continuing professional education in the discipline.  

 

I am a member of the AICPA Personal Financial Planning section, the Illinois CPA Society (ICPAS,) and the National Association of Personal Financial Advisors (NAPFA,) the nation’s largest fee-only financial planning association. 

 

With the ICPAS, I held multiple leadership roles for almost 15 years beginning in 2000.  Today, I write an article on personal financial planning matters for INSIGHT, the Society's magazine, which is published in print and online on a quarterly basis.

 

I am also a past board member and past treasurer of Kingswood Academy, a private elementary school located in Darien.

 

 

NAPFA Start Date

December 31, 2009

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This Office

1717 N Naper Blvd Ste 200 Naperville, IL 60563-8838 Phone: (630) 807-9009 Fax: (847) 919-4424

Other Offices

350 Pfingsten Rd Ste 108 Northbrook, IL 60062-2032 Phone: (847) 205-9501 Fax: (847) 919-4424