Using a holistic, values-based strategy, Mark Zaifman helps people across social classes effectively manage their money. He has been hailed as a “new breed” of financial advisor by Natural Health magazine for his tenets of financial responsibility and sustainability and for his hands-on approach. His planning service is fee-only and has the added bonus of offering tax guidance–a benefit most financial planners cannot provide.
While reading the New York Times best selling financial book Your Money or Your Life by Joe Dominguez and Vicki Robin, Mark saw the parallels between his principles and the message of the book. He began teaching the Your Money or Your Life program and developed a holistic approach to financial planning that became the foundation of Spiritus Financial Planning, a company he founded in 2003. During that time, Mark also connected with author Robin and contributed to Your Money or Your Life: Revised and Updated for the 21st Century, published by Penguin Books in December 2008.
Mark's successes stretch across his background as a tax accountant and now financial planner. In his native New Jersey, he worked as both a public and then private accountant, experience that allows him to provide his present clients with a two-for-one service. He is a Registered Investment Advisor and has an NASD Series 65 license. Other accomplishments in Mark's career include serving on a board to mentor young financial planners; forging strategic partnerships with international providers to offer state-of-the-art services; and teaching classes based on Your Money or Your Life. He is a member of the National Tax Association, Financial Integrity Associates, and the Financial Planning Association.
Serving clients from coast to coast, Mark is independent and objective and always puts your best interests first.