Mark Whitaker Email & Phone Number
Founder - Early Retirement Advisor @ Retirement Advice
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Mark Whitaker Location
- Mapleton, UT, US
Mark Whitaker Work
- 2023 -now Founder - Early Retirement Advisor @
- 2020 -2023 Partner - Financial Advisor for Retiring Professionals @
- 2020 -2022 Instructor @
- 2015 -2020 Financial Advisor for Retiring Professionals @
- 2006 -2017 Soldier @
- 2013 -2015 Associate Investment Advisor @
- 2014 -2014 Investment Committee Intern for the Utah Valley University Endowment @
- 2011 -2011 After School Tutor @
Mark Whitaker Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2018-2020 - Utah Valley University
Bachelor of Science (Personal Financial Planning From the Woodbury School of Business)
2010-2015
Mark Whitaker Skills
- Retirement Planning
- Personal Tax Planning
- Stock Compensation
- Restricted Stock
- Financial Analysis
- Social Security planning
- Financial Planning
- Investment Management
- Portfolio Management
- Investments
- Investment Advisory
- Wealth Management
- Asset Allocation
- Estate Planning
- Mutual Funds
- Spanish
- LDS Senior Missionary financial advice
- Social Security
- Certified Financial Planner
- Stock options advice
- Personal Financial Planning
- Series 66
- Tax
- Holistic Financial Planning
- Business Tax Planning
- Retirement Income Strategies
- Income Tax
- Tax-advantaged Investment Strategies
- Leadership
- Customer Relationship Management Crm
- Spanish Translation
- PowerPoint
- Public Speaking
- Redtail
- Finance
- Team Leadership
- Money Guide Pro
- Smartoffice
- Strategic Planning
- Morningstar
- Orion
- Sunguard
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Project Management
- Financial Risk Management
- Services
- Junxure
- Customer Relationship Management
Mark Whitaker Summary
- Mark Whitaker, based in Mapleton, UT, US, is currently a Founder - Early Retirement Advisor at Retirement Advice. Mark Whitaker brings experience from previous roles at Peterson Wealth Advisors, Brigham Young University and Army National Guard. Mark Whitaker holds a 2018 - 2020 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Personal Tax Planning, Stock Compensation, Restricted Stock, Financial Analysis and more. Mark Whitaker has 2 emails and 1 mobile phone numbers on RocketReach.
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Mark Whitaker
Founder - Early Retirement Advisor
Mapleton, UT, US
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