Mark Schweiss, Cpa, Cfp®, Cfa

Mark Schweiss, Cpa, Cfp®, Cfa Email and Phone Number

Trusted Financial Advisor to Executives & Medical Professionals @ Modern Dollar Planning, LLC
Mark Schweiss, Cpa, Cfp®, Cfa's Location
St Louis, Missouri, United States, United States
Mark Schweiss, Cpa, Cfp®, Cfa's Contact Details

Mark Schweiss, Cpa, Cfp®, Cfa personal email

Mark Schweiss, Cpa, Cfp®, Cfa phone numbers

About Mark Schweiss, Cpa, Cfp®, Cfa

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.

Mark Schweiss, Cpa, Cfp®, Cfa's Current Company Details
Modern Dollar Planning, LLC

Modern Dollar Planning, Llc

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Trusted Financial Advisor to Executives & Medical Professionals
Mark Schweiss, Cpa, Cfp®, Cfa Work Experience Details
  • Modern Dollar Planning, Llc
    Owner And Trusted Financial Advisor To Corporate Executives
    Modern Dollar Planning, Llc Jan 2018 - Present
    St. Louis, Mo, Us
    Modern Dollar Planning specializes in providing detailed financial plans, investment advisory and on-going wealth management services to busy corporate executives and their families.
  • Archer Wealth Management / Hightower St. Louis
    Senior Wealth Advisor
    Archer Wealth Management / Hightower St. Louis Sep 2008 - Sep 2017
    Provided 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.
  • Moneta Group
    Professional Consultant
    Moneta Group May 2007 - Aug 2008
    St Louis, Missouri, Us
    Worked on a team that provided financial planning and portfolio management to individuals with > $1 million of investable assets.
  • Wealth Enhancement Group
    Financial Planner
    Wealth Enhancement Group Aug 2004 - May 2007
    Plymouth, Minnesota, Us
    Key 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.
  • Wells Fargo Advisors
    Financial Consultant
    Wells Fargo Advisors Sep 2000 - Aug 2004
    St. Louis, Missouri, Us
    Assisted 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.
  • Cliftonlarsonallen
    Audit Manager
    Cliftonlarsonallen 1990 - 1999
    Us
    Responsible 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

Securities Management Process Improvement Mutual Funds Strategic Financial Planning Wealth Management Financial Analysis Financial Reporting Investments Retirement Planning Small Business Estate Planning Finance Customer Service Leadership Insurance Consulting Mergers And Acquisitions Corporate Finance Public Speaking Tax Portfolio Management

Mark Schweiss, Cpa, Cfp®, Cfa Education Details

  • Saint John'S University
    Saint John'S University
    Accounting

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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