Mark P. Whitaker MS, CFP®, CRPC℠

Investment Advisor

Mark Whitaker is a Certified Financial Planner™ professional and holds a bachelor’s degree from Utah Valley University in Personal Financial Planning and a Master of Science degree from the College for Financial Planning in Personal Financial Planning. Before joining Peterson Wealth Advisors, Mark was a financial advisor for a regional financial planning firm. Mark also served for 11 years as a Combat Engineer in the Utah Army National Guard. His service included a 12-month deployment to Afghanistan. Mark is happily married to his high school sweetheart Holly. They have two beautiful children and live in Provo, Utah.

We asked Mark:

What would you want a prospective client to know about Peterson Wealth Advisors?

We are passionate about doing great work for our clients. All we do is work with retirees, so we are extremely competent in issues that face the retiree. We also use a team approach for our financial planning, all the advisors work together to help every client reach their goals. The way I see it working alone, each of us can do good work, but when we do our planning for clients as a team, our work is truly exceptional.

What do you enjoy about working with clients?

It is my job to understand what is most important to our clients and then systematically create the plan that gets them to where they want to be. It is very satisfying to get to know people and to help them solve their most challenging problems. Some clients enjoy getting into the details of the work, and others just want to know they will be ok. I enjoy working with both types of people and I can’t see myself doing any else.

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