Also known as: MarkZaifman
Mark Zaifman is the founder of Spiritus Financial Planning, a California registered investment advisory firm. Mark's planning service is fee-only and has the added bonus of offering tax guidance - a benefit most financial planners cannot provide. He worked as both a public and then private tax accountant for five years, experience that allows him to provide his present clients with a two-for-one service. He is a member of the National Tax Association, Financial Integrity Associates, and the Financial Planning Association. Mark Zaifman earned the AIF designation from the Center for Fiduciary Studies in . The AIF designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Specialties Spiritus Financial provides fee-only comprehensive financial planning. Whether you are just beginning the financial planning process, seeking objective independent investment advice or starting to plan for your golden years, we can help. We guide you in preparing for a sound financial future - and peace of mind.
