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About Me
- Mark R. Olhoeft CPA, PFS
- The founder, Mark Olhoeft, has designed a truly unique and first-class service based on over two decades of providing comprehensive tax, investment and financial planning services to individuals and investors. Prior to founding Olhoeft Financial in 2006, Mark was the Chief Financial Officer for Seabury Venture Partners in Burlingame, CA for six years. Simultaneously; he was responsible for the management of a Family Office and a Private Family Foundation. The services he provided included all financial, accounting, income tax planning and compliance, as well as investment oversight. Prior to joining Seabury Venture Partners and his management of the Family Office, he spent 8 1/2 years at The Ayco Company, L.P. in Irvine California where he was a Principal and Senior Account Manager. At Ayco, Mark was responsible for providing comprehensive, professional services which included financial counseling, tax return preparation, asset management and estate planning services. In addition to the above and early in his career, Mark practiced as a tax associate at Coopers & Lybrand in Newport Beach, California, focusing on a wide range of tax and financial planning issues.
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