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Mark D. Phillips, MBA, CFP®, AIF®

Mark Phillips and Associates

19712 MacArthur Blvd
Ste 225
Irvine, CA 92612
Phone: (949) 333-6394
Fax: (949) 333-6392

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Household Income Minimum: $80,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Cross-border Planning
  • Business Taxes
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Insurance
  • Job Loss
  • Retirement
  • Personal Taxes

 

How Planner Charges

Considerations: Account Size and Investment Strategy Complexity.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.