About
Arash Mark
Mark serves as a sounding board for everything in his clients’ financial world. His advice spans the areas of tax planning, estate planning, investments, equity compensation, retirement planning, insurance, and cash flow planning. His typical client is a senior professional or retiree facing complex investment and financial planning decisions for themselves and their families.
Outside of the office, Mark enjoys spending time with his family, doing yoga, traveling, and trying new restaurants.
Education and Professional Milestones
-University of Virginia - bachelor’s degree in commerce
Mark serves as a sounding board for everything in his clients’ financial world. His advice spans the areas of tax planning, estate planning, investments, equity compensation, retirement planning, insurance, and cash flow planning. His typical client is a senior professional or retiree facing complex investment and financial planning decisions for themselves and their families.
Outside of the office, Mark enjoys spending time with his family, doing yoga, traveling, and trying new restaurants.
Education and Professional Milestones
-University of Virginia - bachelor’s degree in commerce