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Mark Pfs Location
West Palm Beach, FL, US
Mark Pfs Work
1997 -now Principal @
2007 -2018 Principal @ Elhilow, Smith and Company, LLC
1992 -2007 Principal @ Nowlen, Holt and Miner, P.A.
Mark Pfs Education
Florida State University
BS Accounting (with emphasis in Finance and Real Estate)
1986-1991
Certified Public Accountant (CPA)
Florida - 1992 (Accounting)
AICPA Accredited Personal Financial Speacialist (PFS)
1997 - Financial Planning
NASAA FINRA
Series 65 Licensee
Mark Pfs Skills
Investments
Estate Planning
Concentrated Stock Management
Family Office
Fee-only investment mgmt
Wealth Transition
Accredited Personal Financial Specialist "PFS"
Mark Pfs Summary
Mark Pfs, based in West Palm Beach, FL, US, is currently a Principal at Blue Ocean Capital. Mark Pfs brings experience from previous roles at Elhilow, Smith and Company, LLC and Nowlen, Holt and Miner, P.A.. Mark Pfs holds a 1986 - 1991 BS Accounting in with emphasis in Finance and Real Estate @ Florida State University. With a robust skill set that includes Investments, Estate Planning, Concentrated Stock Management, Family Office, Fee-only investment mgmt and more. Mark Pfs has 2 emails and 2 mobile phone numbers on RocketReach.
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