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Featured Business Financial Advisor in Tucson, AZ
Tucson Financial Advisors
Silverman Associates
333 N. Wilmot Rd., Suite 340
Tucson, AZ 85711
(520) 512-8832
“Planning | Advice | Accountability”
Advisor Profile
Mark Silverman, CFP®
Name:  Mark Silverman, CFP®
Phone Number:  (520) 512-8832
Website:  Visit Website
Disclosure Link:
www.adviserinfo.sec.gov
Disclaimer
Silverman + Associates Wealth Management, LLC is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified adviser, tax professional or attorney before implementing any strategy or recommendation discussed herein.

About Silverman Associates

Mark Silverman is the President and Founder of Silverman +
Associates; a Tucson-based firm focusing on helping senior adults
grow and protect their assets. As a fully independent financial
services firm, we are not restricted to any investment product or
company, and work exclusively for the benefit of our clients. In fact,
we serve in a fiduciary capacity to act in each of our client's best
interests. We care deeply about helping our clients achieve their
goals and objectives, and strive to provide them with the highest-
quality service.

We work primarily with affluent retirees and professionals who are within 10
years of retirement. Our clients amongst other things, want to be assured
that they will be able to achieve their retirement goals. We have developed
and refined our process that puts all of the pieces of their financial puzzle
together, as their lives unfold and their needs evolve.
 

General Information

Gender:    Male
CRD#:    2333409
Firm CRD#:    157856
Name of Broker/Dealer:    Independent RIA
States Licensed in:    AZ
States Willing to do Business in:    Mount Lemmon,Rillito,Sahuarita,Tucson,Vail,Southern Arizona
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    9
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
B.A. degree from the University of Arizona in Economics
 

Services

Investment Types:    Annuities, Insurance, Professionally Mananged Accounts, Bonds, Stocks, Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), FOREX & Currency, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Annuity, Disability, Health, Long Term Care
Financial Organization Memberships:    The Heartland Institute of Financial Education®, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Better Business Bureau (BBB) A+
Tucson OASIS
Pima Council On Aging (PCOA)
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    Varies
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Mark Silverman, CFP®

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