Mark Tarshis

Mark Alan Tarshis is the President and owner of M. Alan Financial, Inc. He began his career in the financial services industry in 1998. He works with all types of investors as well as prepares taxes for hundreds of individuals and families annually. Mark’s goal is to be completely informed about his client’s situations so that he can make the best recommendations possible to meet and exceed their income tax and financial planning goals.

Mark has a Bachelor of Business Administration with a major in Finance from Florida Atlantic University. Over his career in the financial services industry, he has worked with some of the largest firms in the industry including Merrill Lynch and Prudential Securities. In 2001 Mark changed the focus his practice to a more comprehensive income tax and financial planning model. Since that time, he has prepared thousands of tax returns and helped many clients resolve their prior issues with the I.R.S. as well as reach their financial goals.

Mark Tarshis is a licensed Series 7, Series 63 and Series 65 advisor in CA, CT, FL, MA, NJ, NY, SC and Puerto Rico.

He is also licensed in FL for Life, Health and Variable Annuities.

In Mark’s free time he loves to spend time with his wife, Jamie, and their 2 children. He also enjoys traveling, baseball, home projects and cooking.