Mark Zavitz
CFP®, CLU, B.A.
Financial Partner
Mark’s straightforward, honest approach gives clients clarity and confidence. With four decades of experience, he blends deep technical knowledge with genuine care, ensuring clients feel supported both financially and personally.
Biography
Meet Mark Zavitz: A Trusted Partner in Estate Planning
For over forty years, Mark has been a guiding presence in the financial services industry. As a Partner and holder of the CFP, CLU, and a BA in Economics, he has built his career around helping clients make informed, confident decisions about their future. His core expertise lies in estate planning, where he simplifies complex strategies so clients can clearly see the bigger picture.
Mark’s philosophy is rooted in honesty and transparency: he believes in owning mistakes, telling the truth, and always putting client interests first. A proud leader, he has grown his firm with integrity and now takes pride in seeing it continue to thrive under new ownership while maintaining its client-first culture.
Expertise
What Mark Brings to the Table
- Estate Planning Expertise: Decades of experience in restructuring businesses and developing strategies that minimize tax burdens, including one case where he helped a client save $350,000 in taxes on death.
- Clarity & Simplicity: Mark is known for explaining complex financial concepts in ways clients can easily understand.
- Client-Centered Leadership: Every decision Mark makes is guided by a genuine concern for clients and their families.
- Leading by Example: He embodies the principle of always bringing his best to the table, setting a standard of professionalism for his colleagues.
Outside the Office
Mark finds balance in life by spending time at his cottage, often reflecting on how he can continue growing as a person. He has a passion for sailing and is currently learning how to race fast sailboats again. Giving back is also important to him, whether through meaningful contributions or simply helping those in need on a daily basis. Above all, he values family, integrity, and the simple wisdom he shares with clients: “Just save 20% regardless of your lifestyle, and everything will work out.”
Why Work with Mark?
Clients trust Mark not only for his financial acumen but also for his sincerity and care. He takes the time to understand each client’s unique situation, ensuring they feel seen, valued, and supported. His track record of helping families secure their financial future speaks for itself, but it’s his honesty, compassion, and steady guidance that leave a lasting impression.
Mark Zavitz
CFP®, CLU, B.A.
Financial Partner
Why Work with Mark?
Clients trust Mark not only for his financial acumen but also for his sincerity and care. He takes the time to understand each client’s unique situation, ensuring they feel seen, valued, and supported. His track record of helping families secure their financial future speaks for itself, but it’s his honesty, compassion, and steady guidance that leave a lasting impression.
Ready to Experience the Sykora Difference?
With Mark Zavitz by your side, you’re supported by more than knowledge—you’re backed by integrity, experience, and a genuine commitment to your success.