Mark Linden
President at Professional Financial Management, Inc. | Appleton, Wisconsin, United States
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Mark Linden, as the Founder and President of Professional Financial Management, Inc. (PFM), is a distinguished leader in the realm of fee-only financial planning and investment advisory services. With a steadfast commitment to helping clients navigate their financial journeys, Mark specializes in crafting tailored retirement plans that empower individuals to retire with confidence. His extensive expertise in wealth management, investment management, and tax planning allows him to provide comprehensive strategies that align with each client's unique goals and aspirations.
At PFM, Mark leads a dedicated team focused on delivering exceptional client services, ensuring that every client feels valued and understood. Under his guidance, the firm has successfully launched several key projects aimed at enhancing financial literacy and promoting proactive financial planning. One notable initiative is the "Retirement Ready" program, which offers workshops and personalized consultations to help clients assess their retirement readiness and make informed decisions about their financial futures.
Mark's passion for financial planning extends beyond traditional advisory roles; he is an advocate for transparency and education in the financial services industry. He believes that informed clients are empowered clients, and he actively engages in community outreach to demystify complex financial concepts. With a keen eye for market trends and a deep understanding of investment strategies, Mark ensures that PFM remains at the forefront of the industry, continually adapting to meet the evolving needs of clients. His dedication to fostering long-term relationships and delivering results has solidified PFM's reputation as a trusted partner in wealth management and financial planning.
President at Professional Financial Management, Inc. in September 2002 to Present
Business / Finance Manager at Fox Valley Truck in July 1991 to May 2002
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Client Services
Investment Management
Tax Planning
Wealth Management
Financial Planning
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Discover more about Professional Financial Management, Inc.What is Mark Linden email address?
Email Mark Linden at [email protected] and [email protected]. This email is the most updated Mark Linden email found in 2026.
What is Mark Linden phone number?
Mark Linden phone number is +14084996618 and +17246722837.
How to contact Mark Linden?
To contact Mark Linden send an email to [email protected] or [email protected]. If you want to call Mark Linden try calling on +14084996618 and +17246722837. (updated on November 05, 2024)
What is Mark Linden net worth?
Mark Linden has an estimated net worth of $75,000 to $99,999
What company does Mark Linden work for?
Mark Linden works for Professional Financial Management, Inc.
What is Mark Linden's role at Professional Financial Management, Inc.?
Mark Linden is President
What industry does Mark Linden work in?
Mark Linden works in the Financial Services industry.
Mark Linden Email Addresses
Mark Linden Phone Numbers
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