Mark Sharp, CFP®
From Ready to Retire to Living Your Best Retirement
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Mark Sharp Retirement
Mark Sharp, CFP®
Portland, OR
Serving Clients Nationwide
From Ready to Retire to Living Your Best Retirement
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Mark Sharp, CFP®
Hi, I'm Mark Sharp, the founder of Mark Sharp Retirement, where I blend financial expertise with a passion for helping people turn their retirement dreams into reality.With credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Enrolled Agent (EA), I bring expertise and a personalized approach to guiding you through this pivotal life stage. My focus is on helping you maximize your retirement income so you can confidently enjoy the future you've worked hard to build.
To me, retirement isn’t the finish line, it’s a fresh start, full of opportunity. I believe it’s never too late to build the life you want. My specialty lies in transforming assets into reliable income streams, creating customized strategies that help bridge the gap between work and retirement for a smooth, confident transition.
At Mark Sharp Retirement, I work closely with each client to design plans that reflect their goals, values, and vision for the future. Whether it’s navigating annuities, optimizing investments, or developing a comprehensive retirement income plan, I bring both precision and care to the process.
My goal is to create a supportive, transparent environment where you feel empowered to make informed decisions about your financial future. With the right strategy and a trusted guide, retirement becomes a journey of security, fulfillment, and renewed purpose.
Let’s redefine retirement together as a time of growth, abundance, and freedom. I’m here to help you unlock the full potential of your financial future and step into this new chapter with confidence.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
Affiliations
- Fee Only Network
Primary Location
818 SW Third Avenue, Ste 221-1228 Portland, OR 97204
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Mark Sharp Retirement
At Mark Sharp Retirement, we specialize in retirement income planning, helping you create a financial strategy that ensures long-term security and peace of mind.Why Retirement Income Planning?
At Mark Sharp Retirement, we believe that all financial planning ultimately leads to one pivotal goal: retirement. Planning for this transition isn’t just about numbers; it’s about creating a future where you feel secure, confident, and free to enjoy the life you’ve worked hard to build.
As a dedicated retirement planner, I find immense fulfillment in helping people navigate this major life transition. My mission is simple: to help you maximize your retirement income so you can embrace this next chapter with confidence and peace of mind. You deserve a retirement that aligns with your dreams, and I’m here to help make that a reality.
A Personalized Approach to Retirement Income Planning
At Mark Sharp Retirement, our focus is on you—your goals, your concerns, and your vision for the future. I take the time to truly understand what a fulfilling retirement looks like for you. Every strategy we develop and every piece of advice I offer is tailored to align with that vision.
Whether I’m answering your questions, guiding you through key financial decisions, or helping you stay on track, my ultimate objective is to empower you with the knowledge and strategies needed to make informed choices that support your long-term success.
Your retirement is more than just a financial milestone—it’s a new beginning. Let’s create a plan that ensures it’s everything you want it to be.
Education
Golden Gate University, Master of Science - MS, Financial Planning | UCLA Financial Planning, Finance, General
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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