Mark L. Prendergast,  CFP<sup>&reg;</sup> - Financial Advisor

Mark L. Prendergast, CFP®

MS, CPA, CDFA

Tax Planning Specialist

Apella Wealth

5011 Argosy Ave, Ste 7
Huntington Beach, CA 92649
FINANCIAL ADVISOR'S WEBSITE
(714) 971-0663

General

Mark Prendergast is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Apella Wealth in Huntington Beach, CA and the surrounding communities.

Financial Advisor Overview

We focus on women in transitional periods of their lives: widows, divorcees, selling business, retiring, inheriting, etc. My role in the comprehensive financial planning is Income & Estate Tax Planning.

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Financial Advisor Experience

Started career in national accounting firms. 35+ years tax & estate planning experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Certified Divorce Financial Analyst (CDFA) Master Planner Advanced Studies (MPAS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Retirement, Life Planning, Startup, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources