Mark Stempel

Mark Stempel Email and Phone Number

Holistic Financial Advisor @
Mark Stempel's Location
Fairfax, California, United States, United States
Mark Stempel's Contact Details

Mark Stempel work email

Mark Stempel personal email

n/a

Mark Stempel phone numbers

About Mark Stempel

With over 20 years experience as a Certified Financial Planner and professional coach, Mark helps clients to successfully navigate financial transitions.

Mark Stempel's Current Company Details
Encore Wealth Advisors, LLC

Encore Wealth Advisors, Llc

Holistic Financial Advisor
Mark Stempel Work Experience Details
  • Encore Wealth Advisors, Llc
    Holistic Financial Advisor
    Encore Wealth Advisors, Llc Jan 2002 - Present
    We take a holistic approach to your finances by learning about your life vision, goals, values, investment and philanthropic philosophy. We carefully consider your situation and help you balance the various challenges and opportunities associated with your financial resources. We understand and integrate income and estate tax consideration and collaborate closely with your other advisors.
  • Emyth
    Emyth Business Coach
    Emyth Oct 2012 - Dec 2013
    Ashland, Or, Us
    Guided small business owners through a comprehensive cloud-based business development process designed to help business owners build the business of their dreams.
    View
  • Cambridge Connection
    Senior Financial Advisor
    Cambridge Connection Nov 2000 - Dec 2001
    Provided unbiased, no-conflict-of-interest, financial advice. Helped clients build their net worth while keeping their values intact. Offered attentive service and solutions tailored to each client's unique needs.
  • Moneyworks
    Tax Consultant
    Moneyworks Jan 1990 - Nov 2000
    Provided tax preparation and planning services to small businesses and entrepreneurs.
    View
  • Internal Revenue Service
    Tax Auditor
    Internal Revenue Service Jan 1989 - Jan 1990
    Washington, District Of Columbia, Us
    Audited individual and business tax returns.
    View

Mark Stempel Skills

Wealth Management Investments Coaching Business Development Retirement Planning Financial Advisory Financial Planning Leadership Executive Coaching Portfolio Management Business Coaching Investment Advisory Financial Planners Investment Strategies Retirement Asset Allocation Wealth Personal Development Personal Financial Planning Iras Life Insurance Tax Insurance Estate Planning 401k

Mark Stempel Education Details

  • Kinder Institute Of Life Planning
    Kinder Institute Of Life Planning
    Registered Life Planner
  • Emyth
    Emyth
    Business Coach Training
  • New Ventures West
    New Ventures West
    Professional Coaching Course
  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • Duquesne University
    Duquesne University
    Psychology
  • Hartwick College
    Hartwick College
    Philosophy

Frequently Asked Questions about Mark Stempel

What company does Mark Stempel work for?

Mark Stempel works for Encore Wealth Advisors, Llc

What is Mark Stempel's role at the current company?

Mark Stempel's current role is Holistic Financial Advisor.

What is Mark Stempel's email address?

Mark Stempel's email address is ms****@****pel.com

What is Mark Stempel's direct phone number?

Mark Stempel's direct phone number is +152023*****

What schools did Mark Stempel attend?

Mark Stempel attended Kinder Institute Of Life Planning, Emyth, New Ventures West, College For Financial Planning, Duquesne University, Hartwick College.

What are some of Mark Stempel's interests?

Mark Stempel has interest in Qigong, Native American Flute, Environment.

What skills is Mark Stempel known for?

Mark Stempel has skills like Wealth Management, Investments, Coaching, Business Development, Retirement Planning, Financial Advisory, Financial Planning, Leadership, Executive Coaching, Portfolio Management, Business Coaching, Investment Advisory.

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