Mark Kooiman, CFP®, AAMS®, AIF®, CPFA®
Wealth Manager, Partner
Mark serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Mark has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he was a senior wealth manager at an independent investment advisory firm.
Mark earned a Bachelor of Science degree in finance from Minnesota State University, Mankato. Mark is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards; an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by Fi360; and a Certified Plan Fiduciary Advisor, as designated by the National Association of Plan Advisors.
Mark and his wife, Gina, have two children. In his spare time, Mark enjoys traveling with his family, mountain biking and downhill skiing. Mark is also actively involved with the Salinas Rotary Club and Sun Street Centers.
Articles by Mark Kooiman, CFP®, AAMS®, AIF®, CPFA®
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