With more than 10 years of experience as a financial planning professional, Mark T. Woodfield has the expertise to customize solutions to help meet his clients’ financial goals. As a managing partner of The Spivak Financial Group, he specializes in Retirement Planning, Estate Planning, and Investments for retirees, executives, and small business owners. He also has extensive experience with helping clients choose the life insurance, disability insurance, and long-term care insurance policies that fit their needs. He holds the Series 6, 63, and 7 Securities Licenses.
Mark earned his Bachelor’s Degree at Arizona State University and is a Court of the Table member of the prestigious Million Dollar Round Table, which is reserved for only a small percentage of financial services professionals. He is also active in his community and various charitable organizations.