Mark Schaffer Email & Phone Number
Advisor Trainer and Wealth Manager @ Madison Partners
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Mark Schaffer Location
- Portland, OR, US
Mark Schaffer Work
- 2026 -now Advisor Trainer and Wealth Manager @
- 2017 -2026 Financial Advisor @ Armstrong Advisory Group
- 2019 -2022 Adjunct Professor @
- 2018 -2019 Tax Preparer @
- 2016 -2017 Investment Consultant @
- 2016 -2016 Retirement Income Specialist @ 3D Asset Management
- 2014 -2016 Vice President @
- 2014 -2014 Financial Advisor @ United Northeast Financial Advisors
- 2011 -2013 Associate Director of Financial Planning @
- 2007 -2011 Senior Vice-President @ RDM FINANCIAL GROUP
Mark Schaffer Education
- The American College of Financial Services
Masters of Science Degree (Financial Services)
2005-2010 - Central Connecticut State University
Bachelors of Science (Finance and Management)
1987-1994
Mark Schaffer Skills
- Estate Planning
- Portfolio Management
- High Net Worth Individuals
- Strategic Financial Planning
- Investments
- Registered Investment Advisor
- 401k
- Services
- Asset Allocation
- Holistic Financial Planning
- Series 7
- Retirement Planning
- Wealth Management
- Mutual Funds
- Long Term Care Insurance
Mark Schaffer Summary
- Mark Schaffer, based in Portland, OR, US, is currently a Advisor Trainer and Wealth Manager at Madison Partners. Mark Schaffer brings experience from previous roles at Armstrong Advisory Group, Albertus Magnus College, H&R Block and Scottrade. Mark Schaffer holds a 2005 - 2010 Masters of Science Degree in Financial Services @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Portfolio Management, High Net Worth Individuals, Strategic Financial Planning, Investments and more. Mark Schaffer has 1 emails and 2 mobile phone numbers on RocketReach.
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