Mark Pingree
CPA, CFP®, MBA
Fog City Advisors, LLC
Fee-Only Financial Planner & Partner
Mark Pingree
CPA, CFP®, MBA
Fog City Advisors, LLC
Fee-Only Financial Planner & Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Pingree, CPA, CFP®, MBA
Fee-Only financial planner located in Albany, CA serving clients locally and across the country
Mark Pingree is an Albany, CA fee-only financial planner. Fog City Advisors, LLC provides comprehensive and objective financial planning and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Pingree is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mark Pingree is a Certified Public Accountant and fee-only Certified Financial Planner®. He finds great satisfaction in helping clients create a financial plan that supports their unique goals and hopes for the future. His tax knowledge provides an informed, tax-focused approach to financial planning.
Mark is a partner at Fog City Advisors, LLC, which provides all-inclusive financial planning services. Our services are tax-focused, have no product sales, provide value for your money, and always include an open-door policy.
Fog City Advisors, LLC, provides a holistic financial planning process that includes the following components:
--Financial Review: Focuses on your immediate financial planning needs.
--Flat-Fee Financial Planning Services: Provides ongoing financial planning services in the following areas:
(1) Goal Setting
(2) Skillful Tax Planning
(3) Risk Management--Insurance Planning
(4) Proactive Estate Planning
(5) Coordinated Investment Advice
(6) Worry-Free Retirement Planning
Financial planning is a process, not a one-time event, and Fog City Advisors, LLC helps clients successfully navigate their financial lives, and reach their long-term goals.
Mark Pingree is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our Holistic Process
FINANCIAL REVIEW
We begin our engagement with an analysis of your immediate financial concerns, and we provide recommendations to address those specific issues.
FLAT-FEE FINANCIAL PLANNING SERVICES
If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values. We focus our first year of work addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years – as your financial needs, goals, and values change – we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current, and relevant.
GOAL SETTING
Understanding what is important to you is essential when structuring your finances. We work through exercises with you to identify and create plans to achieve your goals.
COORDINATED INVESTMENT ADVICE
We will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.
SKILLFUL TAX PLANNING
Taxes are at the core of financial planning. We review all potential tax consequences that can impact your financial security throughout the year.
WORRY-FREE RETIREMENT PLANNING
Retirement is about money; but it’s more about personal fulfillment and enjoyment. We will help you create a plan to make the most of your retirement years.
RISK MANAGEMENT – ARE YOU OVER OR UNDER INSURED?
Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. We will discuss these issues in detail and help you spend your insurance dollars wisely.
LIFESTYLE SPENDING REVIEW
We’ll help you understand the difference between good and bad debt, make sure you have enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.
PROACTIVE ESTATE PLANNING
Estate planning goes well beyond making a will. We will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mark Pingree is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mark Pingree is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Mark Pingree is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Mark Pingree is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
Contact Mark Pingree
Office Locations:
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622 Talbot Ave
Albany, CA 94706
