Mark Ettingoff
Financial Planner at Ettingoff Wealth Management | Greater Philadelphia
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Mark Daniel Ettingoff, as a seasoned Financial Planner at Ettingoff Wealth Management, brings a wealth of expertise in guiding clients through complex financial landscapes with clarity and confidence. Currently, Mark plays a pivotal role in developing personalized wealth management strategies tailored to the unique needs of his clients, particularly focusing on creative Millennials and young professionals. His approach emphasizes collaborative planning, ensuring clients understand every aspect of their financial journey—from investment management and retirement planning to estate and tax strategies.
At Ettingoff Wealth Management, Mark is actively involved in key projects that leverage his skills in family wealth management and diversity, equity, and inclusion (DEI) initiatives. He specializes in integrating comprehensive financial planning with a holistic understanding of clients’ personal and professional lives, often incorporating innovative tools like Microsoft Excel for detailed financial modeling and analysis. His expertise extends to helping small business owners optimize their financial health and prepare for future growth, all while fostering a supportive environment that encourages open dialogue about money.
Mark’s background in social services and music, combined with his proficiency in lean process improvement and peer development, allows him to approach financial planning with empathy and precision. Whether guiding clients through retirement strategies or navigating the complexities of investment portfolios, Mark’s goal is to turn financial confusion into actionable steps. His commitment to continuous learning and collaboration ensures that clients receive thoughtful, tailored advice that aligns with their values and aspirations, making him a trusted partner in their financial success.
Financial Planner at Ettingoff Wealth Management in October 2023 to Present
Senior Associate, Specialized Investments at Vanguard in November 2022 to May 2023
Investments Specialist at Vanguard in April 2022 to May 2023
Investments Apprentice at Vanguard in October 2021 to June 2022
Musician at Self Employed in January 2011 to June 2022
Event Coordinator at Rockin' Rollers in May 2017 to July 2020
Delivery Driver at Upper Crust Pizza Co in December 2013 to February 2020
Gift Shop Inventory Associate at Meow Wolf in October 2018 to December 2018
Music Teacher at Meridee Winters School of Music in January 2009 to January 2010
Spanish Interpreter at Global Arena in January 2009 to January 2009
Bi-lingual Case Manager at Children's Crisis Treatment Center in January 2008 to January 2009
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New York University, Bachelor of Arts - BA, July 2026
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Wealth Management
Family Wealth Management
Behavorial Coach
Life Coaching
Financial Planning
Video
Humorist
nice
Financial Advisory
English
Social Media
Analytical Skills
Retirement
Customer Relationship Management (CRM)
Retail
Bass
Music Production
Time Management
Ableton
Lean Process Improvement
Diversity, Equity, and Inclusion (DEI) Initiative Implementation
Thomson One
Microsoft Excel
Peer Development
Investment Guidance
Investment Education
Data Analysis
Accounting
Financial Modeling
Client Counseling
Problem Solving
Spanish
Multilingual
Piano
Improvisation
Art
Music Education
Social Services
Pop
Drums
Music
Logic Pro
Ableton Live
Final Cut Pro
Adobe Photoshop
Microsoft Office
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What is Mark Daniel Ettingoff email address?
Email Mark Daniel Ettingoff at [email protected]. This email is the most updated Mark Daniel Ettingoff's email found in 2026.
How to contact Mark Daniel Ettingoff?
To contact Mark Daniel Ettingoff send an email to [email protected]. (updated on February 14, 2025)
What company does Mark Ettingoff work for?
Mark Ettingoff works for Ettingoff Wealth Management
What is Mark Ettingoff's role at Ettingoff Wealth Management?
Mark Ettingoff is Financial Planner
What is Mark Ettingoff's Phone Number?
Mark Ettingoff's phone (**) *** *** 163
What industry does Mark Ettingoff work in?
Mark Ettingoff works in the Financial Services industry.
Mark Ettingoff Email Addresses
Mark Ettingoff Phone Numbers
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