He collaborates with clients' attorneys and certified public accountants to develop comprehensive asset protection and tax-efficient strategies.
BOCA RATON, FL, January 02, 2025 /24-7PressRelease/ -- Mark VanVoorhees, CFP®, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. VanVoorhees has built a distinguished career in the financial services industry, marked by his expertise in estate planning, business succession planning and exit strategies. Serving as the sales director at Belpointe Specialty Insurance Partners Group since 2022, he collaborates with clients' attorneys and certified public accountants to develop comprehensive asset protection and tax-efficient strategies. His role is pivotal in ensuring that clients receive tailored solutions that align with their financial goals.
In addition to his current position, Mr. VanVoorhees has been an investment advisor representative at Belpointe Wealth Management since 2019. Previously, from 2017 to 2020, he served as the program director at Central Michigan University, where he played a crucial role in elevating the Personal Financial Planning program to national prominence. Under his leadership, the program was ranked seventh in the nation by Wealth Management magazine for preparing students for the Certified Financial Planner™ designation.
Mr. VanVoorhees's career also includes significant experience as founding member and investment advisor representative at RichMark Private Wealth Management from 2011 to 2019, Regal Financial Group from 2007 to 2011 and Lincoln Financial Advisors from 1996 to 2007. Additionally, his membership in the Great Lakes Bay Estate Planning Council highlights his dedication to staying connected with industry developments and best practices.
Beyond his professional achievements, Mr. VanVoorhees is deeply committed to fostering creativity and opportunity among young people through his instrumental civic work in establishing the Ignite the Arts Foundation. This organization is dedicated to supporting music, arts, graphic design and performance by providing instruments and assistance to disadvantaged children.
Mr. VanVoorhees's educational background includes a Master's Degree in entrepreneurial transactions from Central Michigan University and a Bachelor of Science in business administration and personal finance planning from the same institution. Further contributing to his expertise, he holds a Certified Financial Planner™ designation.
Outside of his professional life, Mr. VanVoorhees enjoys playing string bass and electric bass guitar and spending time with his family. Looking ahead, he plans to establish an organization that offers advanced planning resources for financial representatives while he concurrently works to mentor a former student to develop their practice and establish a succession plan for future leadership.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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