Mark  Ziety,  CFP<sup>&reg;</sup> - Financial Advisor

Mark Ziety, CFP®

Executive Director

2450 Rimrock Rd, Ste 101
Madison, WI 53713-2914

N19W24075 Riverwood Dr, Ste 210
Waukesha, WI 53188-1170
FINANCIAL ADVISOR'S WEBSITE
(608) 442-3750

General

Mark Ziety is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Madison, WI and the surrounding communities.

Financial Advisor Overview

Physicians and their families are our only clients since their finances are unique. Typically, student loan debt is higher, their career and investing start later, and they pay higher taxes than most. Therefore, specialized knowledge is needed to serve physicians. 1. Income-driven repayment plans and loan forgiveness options for student loans. 2. Where to save after maximizing the employer provided 401(k) or 403(b). 3. Ways to minimize lifetime taxes. Beyond these 3 areas, advice should be delivered in a conflict free manner. That is why we are a fiduciary 100% of the time and don't receive product commissions. We look forward to meeting you soon.

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Financial Advisor Experience

I have been serving client in the financial services industry since 2004, I’m a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary. Over the years, my comments have been used in the Wall Street Journal, MarketWatch, Kiplinger’s, Yahoo! Finance, and other publications.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources