Mark Kooiman Email & Phone Number
Private Wealth Manager and Partner @ Creative Planning
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Mark Kooiman Location
- Monterey, CA, US
Mark Kooiman Work
- Private Wealth Manager and Partner @ (April 2025 - Present)
- Sr. Wealth Manager @ (January 2017 - May 2025)
- Writer @ Michels Communications (January 2012 - January 2017)
- Financial Consultant @ (September 2013 - December 2016)
- Associate Financial Consultant @ (November 2012 - September 2013)
- High Net Worth Trader and Proactive Outreach Consultant @ (August 2006 - November 2012)
- Personal Banker @ (January 2005 - August 2006)
Mark Kooiman Education
- Minnesota State University, Mankato
Corporate and Institutional Finance
1998-2002 - University of Massachusetts, Amherst
(Finance and Financial Management Services)
2001-2002
Mark Kooiman Summary
- Mark Kooiman, based in Monterey, CA, US, is currently a Private Wealth Manager and Partner at Creative Planning. Mark Kooiman brings experience from previous roles at Monterey Private Wealth, Inc., Michels Communications and Charles Schwab. Mark Kooiman holds a 1998 - 2002 Corporate and Institutional Finance @ Minnesota State University, Mankato. Mark Kooiman has 2 emails and 1 mobile phone numbers on RocketReach.
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