Mark Kooiman CFP®, AAMS®
Mark is an Advisor at Monterey Private Wealth, with expertise in the areas of financial planning, company retirement plans, and investment management. Mark is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary®, and an Accredited Asset Management Specialist®
He has 16 years of Financial Services experience 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 aspects 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 is an active member of the Salinas Downtown Rotary club and serves on the Investment Committee at Sun Street Centers. He has also 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
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 to Monterey. Outside of working with clients, he enjoys spending time and traveling with his family, hiking, biking, and riding motorcycle.