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Mark S

CFP®, Series 65, Series 66

Beaverton, OR

Mark Sharp Retirement

Mark Sharp is a CFP® with 10 years of industry experience and the principal of Mark Sharp Retirement, an independent advisory firm based in Beaverton, OR. He previously worked at Corvel Corporation and SCF Investment Advisors, Inc. Mark Sharp also maintains a licensed tax consulting activity. Mark Sharp Retirement provides financial planning and investment advisory services primarily to individual clients. The firm focuses on portfolio construction using Modern Portfolio Theory and passive investment vehicles, offering discretionary portfolio management alongside ongoing retirement and project-based planning.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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