Mark Kooiman CFP®, AAMS®
Mark is an Advisor at Monterey Private Wealth, and is an Accredited Asset Management Specialist® and CERTIFIED FINANCIAL PLANNER™ practitioner.
Prior to joining MPW, Mark has spent 14 years in the Financial Services field with 10 years at Charles Schwab, most recently as a Financial Consultant. At Schwab he was responsible for maintaining and developing high net worth client relationships and making sure client’s needs were being met in all facets of their situation. Mark has a passion for helping clients understand their personal finances and making sense of the more complicated pieces to their financial puzzle.
Mark has partnered with the United Way of Boulder, CO and Junior Achievement of Denver, CO on issues such as affordable housing, toy drives, and childhood financial literacy programs and he looks forward to getting involved in the greater Monterey Bay community as well.
He earned his B.S. in Finance from Minnesota State University, Mankato.
Mark and his wife have 2 daughters. He is a native of Minnesota and relocated from Denver, CO recently to Monterey. Outside of working with clients, he enjoys spending time and traveling with his family, hiking, biking, and riding motorcycle.