Mark Sharp, CFP®
Coordinating retirement income, investments, and tax decisions over time
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Serving Clients Nationwide
Coordinating retirement income, investments, and tax decisions over time
Areas of Focus
- Investment Structure Coordination
- Medicare / IRMAA Planning
- Retirement Income Planning
- Tax-Aware Retirement Income Coordination
- Withdrawal Sequencing
About Mark Sharp, CFP®
Mark Sharp, CFP®, RICP®, EA works with recently retired and near-retired households to help them coordinate retirement income, investment, and tax decisions so they can spend confidently without future tax or Medicare surprises.
Mark specializes in retirement income planning, focusing on how income sources, withdrawal decisions, and taxes interact over time. Rather than offering one-time plans or isolated recommendations, his work centers on ongoing coordination and clear decision-making throughout retirement.
Clients often seek out Mark as they transition from saving to spending and want clarity around sustainable income, withdrawal sequencing, and tax-aware choices. His approach emphasizes practical frameworks, real-world spending behavior, and adaptability as life, markets, and tax rules change.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Retirement Income Certified Professional (RICP)
- Wealth Management Certified Professional (WMCP)
Affiliations
- Fee Only Network
Primary Location
818 SW Third Avenue, Ste 221-1228 Portland, OR 97204
Additional Locations
📍 1915 NE Stucki Avenue, Hillsboro, Oregon, 97006, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the ‘Book Intro Call’ button above to schedule a free introductory conversation. Our first meeting is a relaxed chat to learn about your goals, answer your questions, and see if we’re a good fit — no pressure, no sales pitch.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Mark Sharp Retirement
Mark Sharp Retirement works with recently retired and near-retired households to coordinate retirement income, investment structure, and tax decisions so spending remains confident and predictable—without unexpected tax or Medicare surprises.
The firm specializes in retirement income planning, focusing on how income sources, withdrawal decisions, and taxes interact over time. Rather than delivering one-time plans or isolated recommendations, the work centers on ongoing coordination and decision support throughout retirement.
Clients typically seek out Mark Sharp Retirement as they transition from saving to spending and want clarity around sustainable income, withdrawal sequencing, and tax-aware choices. The firm emphasizes practical frameworks, real-world spending behavior, and adaptability as life, markets, and tax rules change.
Services are delivered through a retainer-based relationship that provides year-round guidance to keep income, investment structure, and taxes aligned—helping retirement remain steady, flexible, and easier to manage over time.
Education
Golden Gate University, Master of Science - MS, Financial Planning | UCLA Financial Planning, Finance, General
Hobbies and Interests
- Canoeing
- Exercising
- Family
- Swimming
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Gen X
- Living in Retirement
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