Mark Ziety
Executive Director at WisMed Financial, Inc. | Greater Milwaukee
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Mark Ziety serves as the Executive Director at WisMed Financial, Inc., where he has dedicated his career to providing tailored financial planning services exclusively for physicians and their families. His journey into financial planning was ignited by a transformative experience with a young family in a farmhouse, where he witnessed firsthand the profound impact of effective financial management. This pivotal moment fueled his passion for helping others navigate the complexities of their financial lives, particularly in the medical profession.
At WisMed Financial, Mark focuses on addressing the unique financial challenges faced by physicians, including high student loan debt, delayed career trajectories, and elevated tax burdens. His specialized expertise encompasses income-driven repayment plans and loan forgiveness options, which are critical for medical professionals burdened by educational debt. Mark’s approach is characterized by high-touch service, ensuring that each client receives personalized attention and strategies tailored to their specific financial situations.
Key projects under Mark’s leadership include the development of comprehensive financial planning frameworks that integrate estate planning, retirement strategies, and investment management. He emphasizes the importance of establishing robust retirement accounts and college funds, empowering clients to secure their financial futures. With a strong foundation in mutual funds, deferred compensation, and life insurance, Mark is adept at crafting holistic financial solutions that align with the unique needs of physicians. His commitment to client relations and customer service has solidified his reputation as a trusted advisor within the medical community, making a lasting impact on the lives of those he serves.
Executive Director at WisMed Financial, Inc. in August 2020 to Present
Wealth Advisor at Ellenbecker Investment Group in January 2019 to January 2020
Certified Financial Planner at Shakespeare Wealth Management, Inc. in January 2009 to January 2019
Certified Financial Planner at Paladin Partners, LLC in January 2007 to January 2009
Financial Representative at Thrivent in January 2004 to January 2007
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Retirement Planning
Investments
Financial Planning
Insurance
Financial Services
Asset Allocation
Portfolio Management
Investment Strategies
Wealth Management
Trading
Estate Planning
Mutual Funds
Cash Flow
Investment Management
Deferred Compensation
Life Insurance
Disability Insurance
Long-term Care
401(k) Retirement Savings Plans
Fixed Annuities
Consultative Selling
Project Management
Microsoft Office
Microsoft Excel
Customer Service
Client Relations
Management
Financial Advice
Debt Management
College Savings Plans
Charitable Giving
Donor Advised Funds
Roth IRA
Roth Conversion
Asset Location
Qualified Retirement Plans
Non-Qualified Deferred Compensation
IRAs
SEP IRA
Simple IRA
Variable Annuities
Restricted Stock
Empathy
Client Rapport
Direct Client Interaction
Qualifying Prospects
Options Strategies
High-Touch Service
Sales Cycle
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Discover more about WisMed Financial, Inc.What is Mark Ziety email address?
Email Mark Ziety at [email protected]. This email is the most updated Mark Ziety email found in 2026.
How to contact Mark Ziety?
To contact Mark Ziety send an email to [email protected]. (updated on November 04, 2024)
What company does Mark Ziety work for?
Mark Ziety works for WisMed Financial, Inc.
What is Mark Ziety's role at WisMed Financial, Inc.?
Mark Ziety is Executive Director
What is Mark Ziety's Phone Number?
Mark Ziety's phone (**) *** *** 423
What industry does Mark Ziety work in?
Mark Ziety works in the Financial Services industry.
Mark Ziety Email Addresses
Mark Ziety Phone Numbers
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