Profile

Mr. Mark Prendergast, MS, CPA, CFP®, CDFA

Tax Planning Specialist,
Apella Wealth

Contact Details

Apella Wealth

Bio

Apella Wealth - Tax Planning Specialist (2023- current)

Inspired Financial - CFO; Director of Tax Strategies (2007-2023)

FPA National Board [2011-2013]

Center for Investment & Wealth Management, Paul Merage School of Business, Univ of Calif-Irvine: Charter Board Member

Education

California State University-Fresno
Fresno, California, United States
Bachelor of Science, 1979
Business Administration/Accountancy

Professional Associations

California Society of CPAs (CalCPA)
0 - Present

Institute for Divorce Financial Analysts
0 - Present

Job History

Apella Wealth
Tax Planning Specialist
Huntington Beach, CA, United States
July 2023 - present

Inspired Financial, LLC
Director of Tax Strategies; CFO
Huntington Beach, CA, United States
July 2007 - June 2023

Beechwood Advisory Group, LLC
Investment Advisory Representative; CFO; CCO
Fresno, CA, United States
July 2003 - July 2007

Mark L Prendergast, CFP, CFP(r)
CPA Practice
Fresno, CA, United States
April 1986 - July 2007

Price Waterhouse
Tax Manager
Fresno, CA, United States
October 1983 - March 1986

Ernst & Whinney
Senior Accountant
Fresno, CA, United States
December 1979 - September 1983

Edit Profile Demographic

  • Advanced ( I have been practicing financial planning for 15 or more years)