Mark Gilbert (CPA/PFS, MBA)

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

Baby Boomers

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 financial planning, including investment management services, to individuals. 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.