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Funding Your Life Purpose with Mark Trittschuh – 4-23-16

March 28, 2016

Living inspired by your life purpose can be exhilarating, but also often requires attention to insuring you have the sustainable resources to enjoy seeing it unfold as you have dreamt it.  Whether you are living your purpose now, or planning to be able to make a life transition to live it out in the future, do you know how to financially support it?  Preparing now to fund your purpose can make the experience even more fulfilling, so this week we explore what to consider now, to sidestep any big surprises along the way.  Our guest appeared recently on the show, and returns to guide our discussion about “Funding Your Life Purpose”.

MarkTrittschuchofCLAMark Trittschuh is a Director at CliftonLarsonAllen Wealth Advisors and serves as an investment advisor and wealth manager for high-net worth individuals.

Mark graduated with a Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. He is a Registered Investment Advisor and is a member of the Investment Management Consultants Association.

Mark has over 20 years of experience in the financial service industry with extensive experience as an investment advisor for individuals and investment consultant for foundations, endowments and corporate defined contribution plans. His background includes providing investment performance reporting for investment committees, research, evaluation and selection of investment managers for various asset classes based upon client needs and objective, and development of asset allocation strategies and analysis of asset manager performance relative to appropriate benchmarks and peer groups.

Mark resides with his family in Lake Zurich, IL. His hobbies include golf, tennis and oil painting.

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