Mark Shemtob, CFP®, FSA

Customized Retirement Planning Expertise

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Mark Shemtob Financial Planner LLC Mark Shemtob, CFP®, FSA
Denville, New Jersey

Customized Retirement Planning Expertise

Areas of Focus

  • Insurance
  • Investing
  • Retirement Planning
  • Social Security
  • Taxes

About Me

As a Certified Financial Planner I provide expert, unbiased, and customized consultation to retirees and those in the process of planning for retirement on all aspects of retirement planning. I sell no products nor charge a fee based on client assets. All compensation is based fully on an hourly fee. This allows for truly independent advice. I am also a Fellow of the Society of Actuaries with decades of experience in all aspects of retiree risk planning. I serve clients throughout the country.

Professional Designations



  • Financial Planning Association

Primary Location

146 Mackenzie Lane South Denville NJ 07834

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to contact me with questions or to schedule an introductory call. I look forward to speaking with you.


Teachers College, Columbia University M.A., Mathematics | University at Albany, SUNY, B.S., Mathematics, Business

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.