Mark Sharp, CFP®
Coordinating retirement income, investments, and tax decisions over time
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Serving Clients Nationwide
Coordinating retirement income, investments, and tax decisions over time
Areas of Focus
- Investment Structure Coordination
- Medicare / IRMAA Planning
- Retirement Income Planning
- Tax-Aware Retirement Income Coordination
- Withdrawal Sequencing
About Mark Sharp, CFP®
Mark Sharp, CFP®, RICP®, EA works with recently retired and near-retired households who want their income, investments, and taxes aligned — not managed in isolation.
He focuses exclusively on retirement income coordination: structuring sustainable cash flow, sequencing withdrawals thoughtfully, and integrating tax decisions into the broader income plan so clients can spend with clarity and avoid unnecessary surprises.
Rather than delivering a static “retirement plan,” Mark provides ongoing coordination and structured decision support as life, markets, and tax rules evolve. His work centers on practical judgment, sustainable spending, and maintaining alignment year after year.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
- Wealth Management Certified Professional (WMCP)
Affiliations
- Fee Only Network
Primary Location
818 SW Third Avenue, Ste 221-1228 Portland, OR 97204
Additional Locations
📍 1915 NE Stucki Avenue, Hillsboro, Oregon, 97006, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the ‘Book Intro Call’ button above to schedule a free introductory conversation. Our first meeting is a relaxed chat to learn about your goals, answer your questions, and see if we’re a good fit — no pressure, no sales pitch.Offers Investment Management
Yes
About Mark Sharp Retirement
Mark Sharp Retirement is a retirement income coordination firm serving recently retired and near-retired households who want their income, investments, and taxes aligned — not managed in isolation.
The firm focuses exclusively on retirement income: designing sustainable cash flow, structuring withdrawal sequencing, and integrating tax decisions into the broader income framework so spending remains confident and predictable over time.
Rather than delivering a one-time retirement plan, Mark Sharp Retirement provides ongoing coordination and structured decision support as markets, tax rules, and life circumstances evolve. The emphasis is on practical judgment, adaptable frameworks, and maintaining alignment year after year.
Services are delivered through a retainer-based relationship that provides continuous oversight to keep income, investment structure, and tax strategy working together — supporting a retirement that is steady, flexible, and easier to manage.
Education
Golden Gate University, Master of Science - MS, Financial Planning | UCLA Financial Planning, Finance, General
Hobbies and Interests
- Canoeing
- Exercising
- Family
- Swimming
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Gen X
- Living in Retirement
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