“I’m a problem solver, and pride myself on my ability to recognize tax nuances, evaluate complicated estate and tax planning issues and provide sensible easy-to-understand solutions that fit each unique client situation. 95% of financial planning has tax implications, and most wealth management firms do not have the estate and tax horsepower that we have at Inspired Financial.”
Mark Prendergast has over 35 years of experience in tax, estate and financial planning. He started his career in 1979 at Ernst & Young, and then joined Price Waterhouse in 1982. He acquired his Certified Financial Planner™ designation in 1988, has served as adjunct faculty at Reedley College and the CSU Fresno Foundation and regularly teaches on income and estate tax topics at professional conferences.
Mark served on the national Board of Directors for the Financial Planning Association from 2011-2013, and currently serves on the Advisory Board for The Center for Investment and Wealth Management at UCI. His service for the Financial Planning Association includes board positions and committee work for two local chapters, and at the regional, state and national levels. He has also served on the Editorial Review Board for the Journal of Financial Planning since 2002.
Over his career, Mark has served many roles in non-profit organizations, including the Board of Directors for New Life for Girls (women’s recovery home), The Birthing Center (birthing advocacy group), Valley Christian Center (church), and Fresno New Connections (a substance abuse clinic).
Mark is married to Evelyn Zohlen, and they truly enjoy life’s adventures together from work-to-travel-to-Disney-and beyond! They miss the three adult children who live too far away for his pleasure: Alison (MBA), Josiah (JD), and Martha May (RN/MSN), all successfully launched in their careers.
- I’ve run 20 marathons, including Boston in 2005.
- Evelyn and I climbed Mt. Whitney in a day: 17 hours of marital bliss!
- I competed in international Frisbee disc competitions when I was in college.
- In 1976 I hopped a freight train in Texarkana and ended up in Kansas City and rode my bicycle from Boulder-to Minneapolis with my best friend.
- I once got stuck in a tree while skiing, and my buddies had to untangle me.