Mark is Vice President of Investment Advisory Professionals, LLC (IAP).  His duties include client service, marketing and serving on the Investment Committee of IAP.  Mark resides in West Palm Beach, Florida where he also operates an independent CPA practice.

 

 

Areas of Experience

 

  • Investment advisory services

  • Income Tax Planning and compliance

  • Retirement Plan design and administration

  • Estate Tax Planning and compliance

  • Financial Planning, including design and implementation

 

Professional and Community Involvement

 

  • Member, American Institute of Certified Public Accountants

  • Member, Florida Institute of Certified Public Accountants

  • Past Board of Directors-West Palm Beach Kiwanis

  • Past Treasurer, Lake Worth Florida Youth League

  • Past High School Golf coach

  • Board of Directors-Kiwanis Scholarship Foundation

 

Education

 

  • BBA Accounting, Florida Atlantic University, 1978

  • MBA, Florida Atlantic University, 1987

 

Personal

 

  • Resident of West Palm Beach, Florida since 1972

  • Married to Pat; daughter Amy, son Matthew

  • Hobbies-golf, running, weight lifting, hiking

 

For more information regarding our professional designations click here.

MARK D. MICLEAN, CPA/PFS

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Copyright 2019

Investment Advisory Professionals, LLC

 

Disclosure

Visit

400 S Dixie Hwy Suite 322

Boca Raton, FL 33432

Call

T: 561-391-4477

F: 561-391-8232 

Boca Raton Financial Planner