Mark Sharp, CFP®
Helping You Turn Your Savings Into a Lifestyle
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Mark Sharp Retirement
Mark Sharp, CFP® He/Him
Portland, OR
Serving Clients Nationwide
Helping You Turn Your Savings Into a Lifestyle
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. 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.
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
- 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. 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
Offers Tax Preparation
Yes
About Mark Sharp Retirement
Mark Sharp Retirement is a fee-only, digital-first financial planning firm specializing in retirement income planning — the critical transition 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 starts with a thoughtful process to understand your goals, values, and resources. From there, we create 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 time of security, purpose, and freedom.
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
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Hispanic | Latino
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Living in Retirement
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