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Mark C

CFA®, Series 65, Series 66

Bentonville, AR

Taurus Financial Planning

Mark Chisenhall is a CFA® charterholder and holds Series 65 and Series 66 licenses with seven years of industry experience. He is the principal of Taurus Financial Planning in Bentonville, AR, and has previously worked at Goldman Sachs Ayco Personal Financial Management, Goldman Sachs & Co. LLC, Boston Mountain Money Management, and Charles Schwab. Taurus Financial Planning is an independent firm offering fee-only financial planning and investment advisory services primarily to individuals and high-net-worth clients, with a focus on employees of large publicly listed companies. The firm employs a long-term, primarily passive investment approach centered on broad asset allocation using low-cost index funds and ETFs, and it provides specialized planning for equity compensation and deferred compensation arrangements.

Equity compensation tax strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Retirement withdrawal strategies Executive
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