Mark Rupp is a Certified Financial Planner ™ professional or CFP® and member of the Financial Planning Association of Idaho. A graduate of Wittenberg University in Springfield, Ohio, Mark comes from a family-owned Idaho business which was successfully sold through an Employee Stock Purchase Plan. With a select client base throughout the United States, he has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401(k) plans.
Mark seeks to provide solid, professional advice to facilitate clients towards their goals. He takes an active role in educating clients on matters concerning retirement, tax advantaged investing, insurances, and advanced estate planning. Mark focuses on the goal of providing professional and sustainable wealth management through competent advice to create value, direction and understanding. Once a plan is established, a timely review and update is constant with his investment process.
An active outdoorsman, Mark enjoys many of the region’s mountains, deserts, rivers and lakes with his family.