Mark Whitaker (AWMA, CFP®, CRPC®, MSFP)

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

  • Baby Boomers
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

- Retirement income planning (We help you maximize your retirement income, by coordinating retirement assets, pensions, executive compensation, and social security)

- Tax Planning (We help you keep more of your hard-earned money through proactive tax strategies)

- Investment Management (We help you improve your investing by putting together sensible investment plans using the Perennial Income Model)

-Multi-generational planning (We help your money go to the people and places you want through next-generation gifting, estate planning, and education)

Additional Information

As retirement scholars, we recognize and implement tried and true methods of investing, but are constantly investigating new and better ways to maximize retirement income.

From our offices in beautiful Utah Valley, we create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise.

NAPFA Start Date

June 02, 2020


This Office

360 W 920 N Orem, UT 84057-3042 Phone: (801)-225-0000