Broker Check
Mark Whitman

Mark Whitman


Mark's early focus encompassed demand forecasting, supply chain coordination, and financial analysis within leading consumer product firms. His transition to Whitman Wealth Management stemmed from his goal to apply his strategic abilities in aiding the office's paraplanning and tax planning efforts.

Last year, Mark attained the CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.  He pursued this achievement as he wants to take his years of experience in planning and be able to help individuals use their finances to design an exciting and inspiring future.

Mark graduated with a Bachelor of Science degree in Management Science – Decision Support Systems from Virginia Tech and holds a Master of Business Administration degree from Virginia Commonwealth University. 

Mark holds the following professional designations:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner since 2023

  • EA Since 2020