Mara Kossoff is a Certified Financial Planner (CFP®) with a background in advising high-net-worth individuals. Mara is originally from Los Angeles, California and moved to Charlotte, North Carolina in 2018. Mara started her career working as a paraplanner for a boutique wealth management firm in Beverly Hills, California, where she assisted advisors with the building, execution, and maintenance of new and existing clients’ financial plans. Prior to joining YellowWood, Mara worked as a financial advisor at Vanguard in their high-net worth space. In this role, Mara built her book of business and worked alongside clients to help them explore and identify their specific financial goals, and subsequently build and implement financial plans to help her clients achieve those goals.
Mara earned her bachelor’s degree from Purdue University in West Lafayette, Indiana where she studied Financial Planning and Economics. Mara moved to Charlotte, North Carolina after graduation and pursued her Certified Financial Planner (CFP®) designation soon after. She currently resides in the Southpark area of Charlotte with her adorable cat named Denver. Mara enjoys exploring the restaurant scene in Charlotte, working out, and visiting her friends and family any chance she gets.