Mark Ziety (AIF®, BS, CFP®)

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

  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Physicians and their families are my only clients since their finances are unique. Typically, student loan debt is higher, their career and investing start later, and they pay higher taxes than most.

Specialized knowledge is needed to serve physicians including:

- Student loan income-driven repayment plans and loan forgiveness options

- Where to save after maximizing the employer provided 401(k) or 403(b)

- Ways to minimize lifetime taxes

In addition, this advice should be delivered in a conflict free manner. That is why I'm a fiduciary 100% of the time and don't receive product commissions.

I look forward to meeting you soon. www.WisMedFinancial.org

Additional Information

Can you tell me about your expertise?

I have been in the financial services industry since 2004, I’m a certified financial planner™ professional and Accredited Investment Fiduciary. Over the years, my comments have been used in the Wall Street Journal, MarketWatch, Kiplinger’s, Yahoo! Finance, and other publications.

Why did you become a financial advisor?

Early in my career, I met a young family living in a drafty farmhouse. They had decent income but were not sure what to do with it. We set aside money for home repairs, created a college account for their young daughter, and started retirement accounts for each of them. That was back in 2004 and I know the family is in a better spot today than if we never met. It is gratifying to know my work can have a positive impact on families.

How do you work with clients?

The process is 100% client centric. Together we identify their financial goals and vision for their future. Next, I gather some facts and figures to determine if they are on track. If there are areas that can be improved, we discuss solutions along with the potential benefits. Finally, they decide which actions to take, we implement them, and regularly review progress together.

What else should people know about you?

I married my high school sweetheart Becca, and we have a son and daughter. While not at work, I am with the family at the lake, snow skiing, or skating on the backyard pond. We love to travel but let the least expensive airfare pick our destination for us. Those travel adventures have created some of our favorite family memories.

NAPFA Start Date

December 30, 2009

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This Office

2450 Rimrock Road Suite 101 Madison, WI 53713-2914 Phone: (608) 442-3750

Other Offices

N19W24075 Riverwood Drive Suite 210 Waukesha, WI 53188-1170 Phone: (608) 442-3750