Savvy Ladies Volunteers

Mark Prendergast, CFP®

Volunteer’s Bio

Mark Prendergast has been a practicing CPA since 1982 and a CFP® licensee since 1988. Mark is the Director of Tax Strategies at Inspired Financial, a fee-only wealth management firm in Huntington Beach, California that focuses on "women in transition". Those transitions can be divorce, loss of spouse, and career change, just to name a few. Mark's duties include divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies. Other CFP® professionals in the firm handle all other aspects of comprehensive financial planning. Mark has been an active leader in the Financial Planning Association ("FPA"), having served on the national board of directors (2011-2013), the California state board of directors (2012-2019), as well as wearing many hats at the local chapter level. He has been a speaker for groups such as FPA, IDFA, WealthCounsel, NAPFA, and CalCPA on divorce, estate and income tax topics. He is married to Evelyn Zohlen, MS, MBA, CFP®, has three wonderful children and three more-wonderful grandchildren. Hobbies include strength yoga, running, cycling, and world travels.

Areas of Expertise (as specified by volunteer)

Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.