Mark Daniel Ettingoff
Not Your Father’s Financial Planner™️ | Need help? Say hello👋🏼
- Role
- Financial Planner at Ettingoff Wealth Management Ewm
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Mark Daniel Ettingoff
As a financial planner, I work with creative professionals and solopreneurs who are in that \"bold, no-longer broke, and ready to build\" mindset. Whether you\'re navigating investments, managing cash flow, or planning for the future, I help you simplify the process and create a plan that works for your unique goals. Here’s how we’ll work together: → Mentorship It starts with listening. Together, we’ll uncover your values, goals, and behaviors around money, often breaking through limiting beliefs and mindsets. Many clients leave our first session feeling lighter and more focused. → Partnership This isn’t a one-way conversation. We collaborate on everything from investments and tax efficiency to risk management and cash flow, ensuring the plan we create reflects your priorities and values. → Accountability A plan is only as good as its execution. I’ll help you follow through and stay on track, turning ideas into action and goals into achievements. I believe everyone should invest either time or money into building a solid financial foundation. If you’re short on time, that’s where I can help. Got questions about what your financial plan should look like? DM me, and let’s get Disclosures: Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC and Advisory services offered through J.W. Cole Advisors, Inc.(JWCA) JWC and Ettingoff Wealth Management, LLC are unaffiliated entities. https://bit.ly/2q0UjF6
Experience
Financial Planner
Ettingoff Wealth Management Ewm
Oct 2023 — Present · Wayne, PA, US
We empower families and individuals to navigate their finances with confidence and ease. Whether you are a seasoned or young professional, in or approaching retirement, run a small business, an experienced investor, or intimated by discussions about money, we can help. Drawing from a collaborative family/team dynamic that combines the value of 40 years of experience, a CFA & a creative, we offer unique expertise and perspective to our clients.Reach out to book a call today :)
Education
New York University
Bachelor of Arts - BA, Music Performance, Philosophy
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