Mark Schweiss, Cpa, Cfp®, Cfa Email and Phone Number
Mark Schweiss, Cpa, Cfp®, Cfa work email
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Mark Schweiss, Cpa, Cfp®, Cfa personal email
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Mark Schweiss, Cpa, Cfp®, Cfa phone numbers
With over 25 years of experience assisting corporate executives and affluent individuals with organizing and maximizing their financial affairs, I feel very confident Modern Dollar can bring you the financial peace of mind you deserve. At Modern Dollar we understand that your family and your professional career come first. We also understand that because of this, your life is incredibly hectic and your financial matters may not get the attention they deserve. Do you find yourself wondering . . . . -- Am I on track to meet my retirement goals?-- Are there ways I could be reducing my taxes?-- How much should I be contributing to my 401(k) or Deferred Compensation Plan?-- Should I be contributing to a Roth 401(k) instead?-- When is the right time to exercise my stock options?-- What should I be doing with my annual bonus?-- How do my RSUs work and how am I taxed on them?-- Which health plan should I choose for my Family?All of these are legitimate concerns that we assist in answering and clarifying for you. Modern Dollar’s number one objective is to help you to get organized, to understand the ‘big picture’ and to stay accountable. Working with Modern Dollar will make you feel confident that nothing is falling through the cracks when it comes to your finances – you will experience financial peace of mind.Please reach out to us at Modern-Dollar.com if you are interested in learning more about how we can help you with your finances.
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Owner And Trusted Financial Advisor To Corporate ExecutivesModern Dollar Planning, Llc Jan 2018 - PresentSt. Louis, Mo, UsModern Dollar Planning specializes in providing detailed financial plans, investment advisory and on-going wealth management services to busy corporate executives and their families. -
Senior Wealth AdvisorArcher Wealth Management / Hightower St. Louis Sep 2008 - Sep 2017Provided comprehensive financial planning and wealth management to affluent households and individuals (> $1 million of investable assets) in a teamwork environment along with managing their investments portfolios which totaled more than $300 Million.
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Professional ConsultantMoneta Group May 2007 - Aug 2008St Louis, Missouri, UsWorked on a team that provided financial planning and portfolio management to individuals with > $1 million of investable assets. -
Financial PlannerWealth Enhancement Group Aug 2004 - May 2007Plymouth, Minnesota, UsKey member of a three-person Financial Advisory team that completed detailed financial plans and investment advisory services for clients with greater than $100,000 of investable assets. -
Financial ConsultantWells Fargo Advisors Sep 2000 - Aug 2004St. Louis, Missouri, UsAssisted individuals with their personal financial planning needs including investment management, asset allocation decisions, retirement planning, college funding, long-term care planning, life insurance needs, and estate planning. -
Audit ManagerCliftonlarsonallen 1990 - 1999UsResponsible for planning, organizing and completion of financial statement audits. Reviewed and prepared corporate and individual income tax projections and returns. Client-base included privately-held manufacturing companies and regional financial institutions.
Mark Schweiss, Cpa, Cfp®, Cfa Skills
Mark Schweiss, Cpa, Cfp®, Cfa Education Details
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Saint John'S UniversityAccounting
Frequently Asked Questions about Mark Schweiss, Cpa, Cfp®, Cfa
What company does Mark Schweiss, Cpa, Cfp®, Cfa work for?
Mark Schweiss, Cpa, Cfp®, Cfa works for Modern Dollar Planning, Llc
What is Mark Schweiss, Cpa, Cfp®, Cfa's role at the current company?
Mark Schweiss, Cpa, Cfp®, Cfa's current role is Trusted Financial Advisor to Executives & Medical Professionals.
What is Mark Schweiss, Cpa, Cfp®, Cfa's email address?
Mark Schweiss, Cpa, Cfp®, Cfa's email address is cs****@****att.net
What is Mark Schweiss, Cpa, Cfp®, Cfa's direct phone number?
Mark Schweiss, Cpa, Cfp®, Cfa's direct phone number is +131472*****
What schools did Mark Schweiss, Cpa, Cfp®, Cfa attend?
Mark Schweiss, Cpa, Cfp®, Cfa attended Saint John's University.
What are some of Mark Schweiss, Cpa, Cfp®, Cfa's interests?
Mark Schweiss, Cpa, Cfp®, Cfa has interest in Social Services, Children.
What skills is Mark Schweiss, Cpa, Cfp®, Cfa known for?
Mark Schweiss, Cpa, Cfp®, Cfa has skills like Securities, Management, Process Improvement, Mutual Funds, Strategic Financial Planning, Wealth Management, Financial Analysis, Financial Reporting, Investments, Retirement Planning, Small Business, Estate Planning.
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