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Mark Silverman

CFP®
Silverman + Associates
Tucson, AZ
Because Making Smarter Choices About Your Money Impacts The Quality Of Your Life.

Meet Mark

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Introduction - Mark Silverman
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Why Holistic Financial Planning is Important to Us - Mark Silverman
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Client Engagement - Mark Silverman
Video Transcripts

Mark Silverman, CFP® is a wealth manager at Silverman + Associates. He focuses on providing wealth management solutions to both affluent retirees as well as professionals who are within 10 years of retirement. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Mark founded Silverman + Associates…

Mark Silverman, CFP® is a wealth manager at Silverman + Associates. He focuses on providing wealth management solutions to both affluent retirees as well as professionals who are within 10 years of retirement. Together with his partners, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Mark founded Silverman + Associates in 2008 and now serves over 100 families who have entrusted him with their assets. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Successful individuals and families work with Mark to:

Develop and implement a comprehensive financial plan to help them reach their financial dreams.
Make smarter decisions in today’s uncertain political, economic and social environment.
Obtain an independent second opinion form a top advisor in their community.
Previously, Mark spent time as a financial advisor with Merrill Lynch as well Harris Bank and Marshall & Ilsley Bank. At M&I, he also served in their Trust Company. In 2012, Mark completed his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation.

Mark is a widely recognized leader in the Tucson financial advisor community, having served on the local Financial Planning Association (FPA) board. He is also an active member of REAP, Rotary Club of Tucson and Caballeros del Sol. He hosts a weekly radio show called, $aving With $ilverman, focusing on financial and retirement planning as well as investing.


Services offered

Investment management
Financial planning
Investment consulting
Asset allocation
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Personal lending
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Fee & Commission
Flat Fee
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors - University of Arizona
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