Mark Rizvi, CFP®

Wealth Advisor
Mark Rizvi, CFP®
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Mark Rizvi is part of the Advisory Team at TMD and helps high net-worth individuals and families with their retirement, cash flow, education, and financial planning needs. He is passionate about building long-term relationships and assisting clients reach their financial goals.

Mark was born and raised in Texas and moved to Arizona after graduating from Texas Tech University. He graduated Cum Laude with a Bachelor of Science degree in Personal Financial Planning and received his CERTIFIED FINANCIAL PLANNER™ certification in December 2020. Before joining TMD, he provided tax, estate, and financial planning services to ultrahigh net worth families at a multi-family office.

Primary Duties

  • Facilitates tax, retirement, estate, and other financial planning strategies for our clients
  • Monitors our clients’ progress towards their specific financial goals
  • Coordinates with our clients’ other advisors on wealth planning strategies