Mark Gilbert, CFP®, CPA

Financial Advisor

Mark Gilbert is a Financial Advisor at Diversify. For over three decades he has served his clients and the community as a Certified Public Accountant and a Certified Financial Planner™. Mr. Gilbert takes great pride in helping clients and their families save taxes and plan for their financial future.

Mr. Gilbert has a BS in Accounting from the University of Utah. He has been married to his lovely wife Kim for forty one years. Together they have three daughters and five grandchildren.

Check the background of this financial professional on FINRA’s BrokerCheck.

Licenses and Registrations:
• Certified Public Accountant
• Certified Financial Planner™
• Series 7 General Securities Representative
• Series 63 Uniform Securities Agent State Law
• Life, Accident & Health, Disability, Variable Contracts

Welcome to!

Soon we will be unveiling a new website experience that better supports our commitment to you and our most recent merger announcements. We extend a warm welcome to Caliber Wealth Management and FirstPurpose Wealth, our newest family members! Stay tuned us as we work on the new website to bring you an enhanced and seamless experience.