Specialties
About Me
I founded Mark Sharp Retirement to help people make the most of life after work—by turning savings into a steady, lasting source of income.
My practice is built for those who are near or in retirement and want clarity, control, and confidence in their financial lives. With a background in investment management, tax planning, and retirement income strategy, I bring an integrated approach that coordinates all parts of your financial picture. Whether it’s structuring withdrawals, reducing taxes, or managing portfolios for dependable income, my goal is simple: help you live comfortably and spend with confidence for decades to come. I work one-on-one with a limited number of clients across the country, offering flat-fee and investment-based options tailored to your situation. Every plan is personal, transparent, and designed around what truly matters—your goals, your lifestyle, and your peace of mind.
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Interests & Hobbies
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Credentials
CFP, RICP, EA
Chartered Designations
What do these credentials mean?
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Disclosures
Mark Sharp Retirement, LLC (“MSR”) is a registered investment adviser offering advisory services in the State of Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MSR in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or under an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of MSR unless otherwise specifically cited. The material presented is believed to be from reliable sources, and our firm makes no representations of other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel before implementation.