Mark R. Ziemba II, an Accredited Investment Fiduciary™ founded Thoughtful Plan as a way to provide traditional, personalized financial planning advice while at the same time, harnessing the power of technology to provide an efficient, easy-to-use financial platform for his clients who are comfortable and eager to manage their portfolios digitally.
Mark helps his clients seek the best returns on their investments by focusing on investment fees and full disclosure. Thoughtful Plan operates independently while providing transparency and confidence that all investment recommendations are made with their best interests in mind.
Mark starts with a personalized discovery process designed to create individualized future financial plans for his clients and guides them through important financial and estate planning challenges. This also includes a systematized savings plan, an investment strategy, and one-on-one meetings to track progress and adjust for unexpected life changes.
As a proud veteran of the US Army serving as a Sergeant and Unit Leader in Iraq, Mark developed key skills including leadership, staying calm under pressure, prioritizing goals and an appreciation for cherishing what is truly important in life. Coming from modest means and time spent with his great-grandparents helped develop who Mark is today. His success, personally and professionally, has come from hard work, dedication, and a simple moral code.
Mark earned his Bachelors of Science in Management from SUNY Buffalo and is an Accredited Investment Fiduciary. His credentials closely align with his belief that effective relationships between investors and advisors are built on trust and in acting in the client’s best interests.
His areas of focus include: investment management, trust management, estate planning, retirement savings and income strategies, along with budgeting and debt reduction strategies. he is also a 3(38) – Full Discretion, 401 (K) advisor through Private Advisor Group and is experienced in plan design, administration, participant education, and due diligence.
As a native of Western New York, Mark is also a proud supporter of his hometown. He frequently hosts financial literacy forums, is an active speaker and writer on financial topics and has dedicated a portion of profits from Thoughtful Plan for investment in local community organizations that serve WNY.