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
- Advisor Trainer and Wealth Manager @ (August 2026 - Present)
- Financial Advisor @ Armstrong Advisory Group (October 2017 - June 2026)
- Adjunct Professor @ (February 2019 - December 2022)
- Tax Preparer @ (January 2018 - May 2019)
- Investment Consultant @ (September 2016 - October 2017)
- Retirement Income Specialist @ 3D Asset Management (February 2016 - July 2016)
- Vice President @ Coleman Financial Advisory Group (August 2014 - January 2016)
- Financial Advisor @ United Northeast Financial Advisors (February 2014 - August 2014)
- Associate Director of Financial Planning @ (August 2011 - October 2013)
- Senior Vice-President @ RDM FINANCIAL GROUP (June 2007 - August 2011)
- Owner @ SCHAFFER TAX PLANNING (January 2004 - August 2011)
- Financial Planner @ (June 2005 - June 2007)
- Owner - Independent RIA Representative @ SCHAFFER FINANCIAL PLANNING (January 1999 - January 2005)
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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