Skip to main content

In Focus with Mark Greenberg, JD, CFP®

Jul 01, 2015 12:48PM ● Published by Jennifer Neys

Mark Greenberg, JD, CFP®, Founder

Wealth & Tax Planners

Invest with the Best!

Wealth & Tax Planners (WTP) has served Contra Costa residents since 1984. We are trusted and expert advisors on all financial questions, especially retirement planning and results-driven, cost-sensitive investing. As fiduciaries, our client’s goals, concerns, and aspirations are our top priority. Forbes Magazine named us in “Ten Most Dependable Wealth Managers of Northern California,” and we received the “5-Star Wealth Manager Award, San Francisco East Bay,” given to less than 3% of local financial advisors.

We enjoy answering the following questions daily:

Do we have enough to retire? Our easy to understand and comprehensive spreadsheet takes into account pensions, Social Security, taxes, inflation, and, of course, living expenses.

Should we invest in the new Exchange Traded Funds (ETFs)? They are a great, low cost way to invest, but there are many to choose from. We’ve spent years researching and developing custom asset allocations to accomplish each client’s goals.

How do we pay for our kids’ education? We have effective, tax-preferred solutions.

Whatever your life goals are, we can help get you there.

Meet our founder: Mark Greenberg, JD, CFP®

After finishing law school in the top 10%, Mark moved out West for the great climate and outdoors. He established WTP to offer clients the best, most trustworthy advice and long-term relationships. He is proud to be the father of a wonderful daughter who graduated UC Santa Barbara and is happily employed!

Through Community Focus, Mark is now offering a complimentary get-acquainted meeting. Just call 925-938-4300 and our fantastic assistants, Karen or Eva, will be happy to schedule you!

 

Home+Finance July 2015 In Focus with Mark Greenberg, JD, CFP® Wealth & Tax Planners
  • Holiday "Train sHOw" and Open HOuse

    11/19/2017
    11:00AM — 06:00PM

    SATURDAY/SUNDAY - NOV 18 & 19 AND NOV 25 & 26 - (11:00AM - 6:00PM) ***FRI, NOV 24 (2:00PM - 10:00...


  • HOliday Train sHOws @ W.C.M.R.S.

    11/19/2017
    11:00AM — 06:00PM

    FRI, NOV 17 (8:00PM - 10:00PM) & SATURDAY/SUNDAY - NOV 18, 19 & NOV 25,26 - (11:00AM - 6:00PM) an...


  • HILLBILLY HOOTENANNY REVUE

    11/19/2017
    04:00PM — 07:00PM

    Maurice Tani - guitar/ vocals Mitch Polzack - guitar/ banjo Mike Anderson - bass Les James - d...


It looks like we don't have any events for this date. You can always add an event.

It looks like we don't have any events for this date. You can always add an event.

 

 

November 2017

 

 

Oasis Veterinary Pet Adoption Connection

 

Loading Family Features Content Widget
Loading Family Features Article

 

Interested in advertising or becoming a community sponsor? Contact us at 925-335-6397 or email us at info@ourcommunityfocus.com