
Cfp Mark Essenfeld Aif
Summary Mark Essenfeld is a Financial Planner in the Chicago area with TCG Trusted Capital Group, a Registered Investment... | Chicago, Chicago, United States
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Cfp Mark Essenfeld Aif’s Emails do****@al****.it
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Cfp Mark Essenfeld Aif’s Location Chicago, Chicago, United States
Cfp Mark Essenfeld Aif’s Expertise Summary Mark Essenfeld is a Financial Planner in the Chicago area with TCG Trusted Capital Group, a Registered Investment Advisor in Austin, Texas. Mark brings over 20 years of experience helping people understand the impact of their current financial situation on their future aspirations. Why Clients Choose Mark Mark’s ability to listen intently and distill complex data and concepts into more easily understood language and relevant ideas has made him a trusted advisor among the clients he serves. He takes the time to understand who and what is important, utilizing independent and objective judgment, implementing high quality, innovative, cost effective solutions, always aligned with his clients’ best interests. Mark’s Story Mark became a Financial Planner both because he enjoys helping people, demonstrated by his background in education, and out of frustration – frustration with the built in complexity of a financial system that seems to be designed for people not to understand, therefore making it less likely for them to participate and succeed. Mark believes that everyone has a right to understand all aspects of finance, so they can pay less in taxes, pay less in fees, reduce risk and increase diversification in investing, and understand how to transfer assets properly and privately. Meet Mark Aside from his practice, Mark is interested in American history, politics, and music, having played the Trumpet professionally; and he has endured being a Cubs fan his whole life. Mark lives in Oswego, Illinois with his wife Donna after having raised seven children. He currently serves on the Board of Trustees at Life’s Plan, Inc., a non-profit that provides Special Needs Trust access, charitable support for those with special needs, and an affiliate of the Ray Graham Association. Both professionally and personally Mark subscribes to the philosophy of Charles M Schulz – aka Charlie Brown, who was noted as saying, “In the book of life, the answers aren’t in the back.”
Cfp Mark Essenfeld Aif’s Current Industry Soltis Investment Advisors
Cfp
Mark Essenfeld Aif’s Prior Industry
Morgan Stanley Global Wealth Management
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Ameriprise Financial Personal Advisors
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Lpl Financial Located At Heartland Bank And Trust Formerly Citizens 1st National Bank
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Massmutual Financial
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Tcg A Hub International
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Soltis Investment Advisors
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Work Experience

Soltis Investment Advisors
Senior Advisor
Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Tcg A Hub International
Senior Wealth Advisor
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Massmutual Financial
Financial Services Executive
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Lpl Financial Located At Heartland Bank And Trust Formerly Citizens 1st National Bank
Financial Consultant
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Ameriprise Financial Personal Advisors
Financial Advisor
Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley Global Wealth Management
Financial Advisor
Thu Aug 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)