Mark Ziety Email & Phone Number

Mark Ziety

Executive Director at WisMed Financial, Inc. | Greater Milwaukee

Mark Ziety Socials
About Mark Ziety

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.

Mark Ziety Work
1 experience icon

Executive Director at WisMed Financial, Inc. in August 2020 to Present

2 experience icon

Wealth Advisor at Ellenbecker Investment Group in January 2019 to January 2020

3 experience icon

Certified Financial Planner at Shakespeare Wealth Management, Inc. in January 2009 to January 2019

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Mark Ziety Skills

Retirement Planning

Investments

Financial Planning

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About Mark Ziety's Current Company
Frequently Asked Questions about Mark Ziety

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

Email Mark Ziety at [email protected]. This email is the most updated Mark Ziety email found in 2026.

Mark Ziety Phone Numbers

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