Mark D. Corombos, CPA, CFP®, Wealth Management Partner specializes in providing holistic wealth management services to high-net-worth individuals and families. By acting as his clients' personal CFO, he provides independent and objective advice. Clients appreciate his deep understanding of today's unpredictable investment environment as he helps them accomplish their financial goals and objectives with a calm, methodical approach.
Mark uses his 17 years of experience to help his clients with investment strategy development and monitoring, including income tax planning, estate planning, charitable giving, and wealth transfer strategies. Most recently, Mark assisted clients with taking advantage of the unique wealth transfer opportunities that are currently available. As a member of PMFA’s Investment Strategy committee, Mark also provides high level direction with regard to the structure and implementation of our clients’ investment portfolios. He has a B.A. in political economy and accounting from Hillsdale College and is a four-year (2010, 2011, 2012, 2013) Five Star Wealth Manager award winner.
- Certified Financial Planner Board of Standards
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
- Investment strategy
- Portfolio construction
- Financial planning
- Alternative investments
- Estate planning
- Wealth transfer techniques
- Charitable gifting strategies
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.