Mark Foreman CPA®

Financial Advisor, Managing Partner
952-948-1844

Mark has dedicated his career to tax planning. 


With 24 years in financial services, Mark Foreman is a Certified Public Accountant.  Mark focuses on comprehensive asset management, tax strategies, risk tolerance adjustments, and estate planning to help clients plan their financial futures. His clients include retirees, business owners, professionals, and families.

Mark’s client-first approach follows the CPA Code of Ethics, valuing each client’s unique situation. He collaborates to create a personalized plan that aligns investment opportunities with clients’ risk tolerance, establishing clear, measurable goals in a written plan. Once the financial plan is in place, Mark reviews insurance needs and helps update estate plans in seeking to ensure a smooth financial transition.


Originally from Louisiana, Mark attended the University of Southern Louisiana. He is a long-time member of the Minnesota Society of CPAs, the American Institute of CPAs, and the Society of Louisiana CPAs. Now residing in Bloomington with his family, he enjoys outdoor activities, music, and community involvement. 

 

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