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Coordinating income, investments, and taxes to build lasting retirement security
Hi, I’m Mark Sharp, the founder of Mark Sharp Retirement. I blend financial expertise with a passion for helping people turn their retirement dreams into reality.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Enrolled Agent (EA), I bring both credentials and a personal touch 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.
For me, retirement isn’t the finish line — it’s a fresh start full of opportunity. I specialize in transforming assets into reliable income streams, creating customized strategies that bridge the gap between work and retirement for a smooth, confident transition.
My approach is all about clarity, collaboration, and trust. Whether it’s optimizing investments, planning tax-efficient withdrawals, or mapping out a comprehensive retirement income strategy, I aim to make the complex feel simple and actionable.
818 SW Third Avenue, Ste 221-1228 Portland, OR 97204
📍 1915 NE Stucki Avenue, Hillsboro, Oregon, 97006, USA
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Mark Sharp Retirement is a fee-only, digital-first firm specializing in retirement income planning — the critical shift from earning a paycheck to creating one from your life’s savings.
We integrate investment management and tax-aware strategies into every plan, ensuring your income, portfolio, and taxes work together seamlessly. Our services are designed for individuals near or recently retired who want a clear, confident strategy for the decades ahead.
Every client relationship begins with a thoughtful process to understand your goals, values, and resources. From there, we design and maintain a retirement income plan that adapts to your life — not the other way around.
With our guidance, retirement becomes more than a number on a page. It becomes a chapter of security, clarity, and freedom — supported by a plan that works as hard as you did to build it.
Golden Gate University, Master of Science - MS, Financial Planning | UCLA Financial Planning, Finance, General
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