Mark Prendergast
Tax Planning Specialist @Apella Wealth
Huntington Beach, CA, US
EMAILS
m••••••••@apellawealth.com
MOBILE NUMBERS
+15•••••••42
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WORK HISTORY
Jul 2023 — Present
Tax Planning Specialist @Apella Wealth
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Huntington Beach, CA, US
EDUCATION
1976 — 1979
California State University, Fresno
BS, Accounting / Business Management
N/A
College for Financial Planning
Master of Science - MS, Advanced Personal Financial Planning
SKILLS
Wealth ManagementAccountingNonprofitsRetirementStrategic Financial PlanningCertified Financial PlannerFinanceAsset AllocationFinancial PlannersInvestmentsFinancial AdvisoryInvestment AdvisoryEstate PlanningTaxRetirement Planning
ABOUT MARK PRENDERGAST
Experience - 29 years as a Certified Financial Planner (tm)- 35+ years in…
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