AdvisorFind from

Enhanced Listing
Contact this advisor
Mark Whitaker
Peterson Wealth Advisors
Mark Whitaker
Location:Orem, UT, 84057
Experience:8+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Credentials/Education: CFP: Certified Financial Planner
RIA: RIA/Associated RIA
Other Certifications:MSFP - Masters in Personal Financial Planning
Fee structure(s):Fee only
Services offered:Retirement Planning
Estate Planning
Financial Planning
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
- Retirement income planning (planning to maximize your retirement income, by coordinating retirement assets, pensions, executive compensation, stock options and social security)

- Tax Planning (planning to help you keep more of your hard earned money through proactive tax strategies)

- Investment Management (planning to improve your investing by putting together sensible investment plans using the Perennial Income Model)

-Multi-generational planning
Please read the terms and conditions of the service before continuing.
Contact this advisor
We've updated our Privacy Policy, and this site uses cookies. Read the Privacy Policy to learn more.