Mark Allen, CFP®, EA – Tax & Wealth Strategist
Mark Allen is the go-to tax advisor for high-net-worth individuals nearing or in retirement. As both an Enrolled Agent (authorized to represent clients before the IRS) and a Certified Financial Planner™, he combines deep tax-compliance expertise with strategic financial planning—an uncommon and highly valued pairing.
He earned his bachelor’s degree in International Relations (with a minor in Spanish) from California State University, Chico in 1992. He went on to complete his Master’s in Financial Planning in 2004 at Golden Gate University.
Mark’s clients benefit from integrated services: tax planning and compliance via Allen Tax Planning, and investment advisory services through Wealth Management Associates. This allows a seamless approach where tax strategy and investment planning work hand in hand.
Mark also holds a California Life & Health Insurance license (#0G29808) and integrates insurance planning with his tax-efficient investment strategies to protect assets and enhance after-tax income.
Residing in El Dorado Hills with his wife Jennifer, Mark enjoys hiking, biking, gardening, and swimming during his downtime.