CONTACT INFORMATION: Mark Silverman, CFP Website 520-512-8832 firstname.lastname@example.org
Mark Silverman, CFP® is a wealth manager at Silverman & Associates. He focuses on providing wealth management solutions to both affluent retirees as well as professionals who are within 10 years of retirement. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Mark founded Silverman & Associates in 2008 and now serves over 100 families who have entrusted him with their assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Mark to:
- Develop and implement a comprehensive financial plan to help them reach their financial dreams.
- Make smarter decisions in today’s uncertain political, economic and social environment.
- Obtain an independent second opinion form a top advisor in their community.
Previously, Mark spent time as a financial advisor with Merrill Lynch as well Harris Bank and Marshall & Ilsley Bank. At M&I, he also served in their Trust Company. In 2012, Mark completed his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation.
Mark is a widely recognized leader in the Tucson financial advisor community, having served on the local Financial Planning Association (FPA) board. He is also an active member of REAP, Rotary Club of Tucson, Caballeros del Sol and Southern Arizona Estate Planning Council. He hosts a weekly radio show called, $aving With $ilverman, focusing on financial and retirement planning as well as investing.