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!