Your Money Plan Coach
Meet Mark Harvey
Mark has been a financial professional since 1990 — over 35 years helping California families and business owners win the money game. After watching thousands of people lose out financially when a better, clearer and easier path was available to them, he built the Money Plan Coach system to change that.
Unlike a tax guy, an investment guy, or an insurance salesperson — each operating in their own lane with their own product to sell — Mark does everything. That means his only motive is your financial win. One person. Every part of your money. No commission to chase.
What most people were missing wasn't more advisors. It was financial intelligence — the tools to analyze their own situation clearly, make confident decisions, and stop being sold products they didn't need. That's what Mark built. That's what this is.
Mark Harvey, EA · RIA · BKR
Anaheim Hills, CA 92808 · 949-733-9100
Anaheim Hills, CA 92808 · All meetings online via Zoom
Contact Mark"I love helping people win the money game. Maybe it's because I spent so many decades watching people lose out financially when a better, clearer and easier path was available — but not known to them. After helping thousands find the right tax, investment, real estate, or retirement plan, I realized what most were missing was the financial intelligence and tools to analyze their own specific situation. So I built it."
— Mark Harvey, EA · Founder, Money Plan Coach
A 35-Year Track Record
Built license by license. Decade by decade.
"Yes, it's a lot to maintain all of these licenses — but it's part of what helps me keep learning and adding value to every client I work with." — Mark Harvey
What Clients Say
Real clients. Real results.
Testimonials are from clients of Money Plan Coach. No client was compensated for their testimonial and no material conflicts of interest exist. Individual experiences vary and are not a guarantee of future results.
"He has saved us tens of thousands, delivers on his promises and has proven over and over again that his outside-the-box system and insider knowledge have saved us many more thousands on multiple occasions. His knowledge and the way he has packaged his financial consulting just can't be rivaled."
"He is by far one of the nicest guys on the planet — extremely thorough, an expert in his field and I wouldn't consider trusting anyone else with my tax returns or financial planning."
"People don't care how much you know, until they know how much you care. That's what Mark is all about. He takes the time to explain all the details and on top of that he is extremely knowledgeable about personal financial planning."
"It's awesome to have a guy like Mark who always takes the time to help me understand what my options are and how to effectively utilize the resources available to me. Taxes and financial planning can feel like a language I don't understand — Mark fixes that."
"Mark is not only savvy, he genuinely cares about his clients. He easily breaks down strategies, opportunities, and risks into terms anyone can understand and guides you down the correct path to roadmap the perfect financial plan."
"He continually improves his processes and systems each and every year. I love his embrace and use of technology. I would definitely recommend Mark for your tax and financial needs."