Mark Sharp, CFP®
Coordinating spending, income, taxes, and investments throughout retirement.
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Serving Clients Nationwide
Coordinating spending, income, taxes, and investments throughout retirement.
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 retirees and near-retirees who want their spending, income, taxes, and investments coordinated rather than treated as separate decisions.
He focuses specifically on retirement coordination—beginning with the spending retirement needs to support, then structuring income, sequencing tax decisions, and aligning investments with the responsibilities those assets are expected to fulfill.
Rather than delivering a static retirement plan, Mark provides ongoing guidance as spending changes, income sources evolve, tax considerations emerge, and markets shift. His work is centered on helping clients understand how today’s decisions affect the choices available in the years ahead.
Through a structured ongoing advisory relationship, clients receive continued coordination across the decisions that shape retirement over time.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
- Wealth Management Certified Professional (WMCP)
Affiliations
- Fee Only Network
Primary Location
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 coordination firm serving retirees and near-retirees who want their spending, income, taxes, and investments coordinated rather than treated as separate decisions.
The firm’s work follows a structured sequence: understanding the spending retirement needs to support, determining how that spending will be funded, coordinating tax decisions around when and where income is taken, and aligning investments with the responsibilities those assets are expected to fulfill.
Rather than delivering a one-time retirement plan, Mark Sharp Retirement provides ongoing guidance as spending changes, income sources evolve, tax considerations emerge, markets shift, and life circumstances change. The focus is on understanding how decisions interact and how choices made today may affect the options available in the years ahead.
Services are delivered through an ongoing advisory relationship designed to revisit and coordinate retirement decisions over time, keeping spending, income, taxes, and investments aligned as circumstances evolve.
Education
UCLA Extension — Personal Financial Planning
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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