Mark Prendergast

(retired) Tax Planning Specialist

Role: Tax Planning Specialist at Apella Wealth
Location: Huntington Beach, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mark Prendergast

Experience - 29 years as a Certified Financial Planner (tm)- 35+ years in…

Experience

Tax Planning Specialist
Apella Wealth
Jul 2023 — Present · Huntington Beach, CA, US

Education

California State University, Fresno
BS, Accounting / Business Management
1976 — 1979
College for Financial Planning
Master of Science - MS, Advanced Personal Financial Planning

Skills

Wealth Management
Accounting
Nonprofits
Retirement
Strategic Financial Planning
Certified Financial Planner
Finance
Asset Allocation
Financial Planners
Investments
Financial Advisory
Investment Advisory
Estate Planning
Tax
Retirement Planning

Contact information

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Work email
m••••••••@apellawealth.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••42

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Current company

Apella Wealth

Financial Services · 156 employees · Founded 2014 · West Hartford, Connecticut, United States

At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.

apellawealth.com

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About Mark Prendergast

Experience

Tax Planning Specialist

Education

California State University, Fresno

College for Financial Planning

Skills

Find verified contacts for anyone on LinkedIn