Mark Briggs (CFP®, CPA/PFS)
Mark Briggs focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Mark began his career in 1983 working for a local CPA firm. In 1991 Mark opened his own tax and financial consulting practice. In 2004 the name of the firm changed to Briggs Wealth Management, LLC in order to better reflect the breadth of services. Mark specializes in retirement planning (both pre & post), transfer of wealth issues, investment portfolio analysis, and tax reduction strategies. He has earned the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Personal Financial Specialist (PFS). Mark is a NAPFA Registered Advisor. The National Association of Personal Financial Planners is the largest professional association of fee-only planners who provide objective financial advice. NAFPA requires members to have the advanced education, knowledge and experience to practice comprehensive financial planning.NAPFA Start Date
January 06, 2005
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