Mark Allen  Wealth Management Associates 2280 E. Bidwell Street, Suite 200 Folsom, CA 95630 916-358-7374  markallen@wealth-mgt.net

Mark Allen
Wealth Management Associates
2280 E. Bidwell Street, Suite 200
Folsom, CA 95630
916-358-7374
markallen@wealth-mgt.net

 

Mark Allen

Mark Allen is THE “go to” tax advisor. A financial whiz in his own right, Mark enjoys expertise both as an Enrolled Agent and a Certified Financial Planner™, a rare and coveted combination of experience in the financial industry. Thanks to the expertise that Mark brings to the table, his clients enjoy convenient access to tax planning and tax compliance through Horn Fulton, Inc - Certified Public Accountants, and securities/investment services with Wealth Management Associates offered through Triad Advisors Member FINRA/SIPC; Advisory Services offered through Continuum Advisory, LLC. Continuum Advisory, LLC is not affiliated with Triad Advisors.T

A 1992 graduate of Chico State University, Mark earned his bachelor’s degree in International Relations with a minor in Spanish. He went on to study Financial Planning at Golden Gate University, ultimately earning his Master’s degree in the subject in 2004.

Mark is enrolled to practice before the IRS as an Enrolled Agent, a Certified Financial Planner™ professional, is California Life & Health Insurance licensed (#0G29808) and is an Investment Advisor Representative with Triad Advisors. Mark integrates all disciplines into a holistic, client-centered approach towards maximizing his clients after-tax income and wealth.

Mark and his wife Jennifer reside in El Dorado Hills with their two children. In his spare time, Mark enjoys hiking, kayaking, gardening and swimming.

 
 

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