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.



NAPFA Start Date

December 31, 2009


This Office

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

Other Offices

790 W Frontage Rd Ste 109 Northfield, IL 60093-1204 Phone: (630) 807-9009 Fax: (847) 919-4424