Mara Kossoff is an Associate at YellowWood, working with clients to help solve complex financial planning issues and deliver a high level of service and technical acumen. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®). 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 division. In this role, she 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.
What Mara enjoys about her role at YellowWood is getting to build relationships with people who live all over and have different backgrounds and interests. Everyone has a story that led them to their current view on not only money and saving, but their goals and aspirations. Mara finds it both fascinating and inspirational to help clients align those values with the actions needed to reach their goals in a way that builds a personally fulfilling life.
Mara is originally from Los Angeles, California and on her way east, she made a pitstop in the Midwest for college. Mara earned her bachelor’s degree from Purdue University in West Lafayette, Indiana where she studied Financial Planning and Economics. While difficult at times, especially during football season, Mara is still a dedicated fan of the Boilermakers.
Mara currently resides in south Charlotte with her gray tabby cat named Denver. Aside from fighting the urge to become a full-blown cat lady, she loves playing tennis, going on walks around the neighborhood, working out at F45, and anything else that involves being active and getting outside. As a self-proclaimed foodie and lover of wine, Mara is always going out with friends to try out the newest restaurants and wine bars that open in Charlotte. If you email her and happen to get an automated out of office message, there’s a 99% chance she’s visiting her family at their home on the central coast of California wine country. Any restaurant or wine recommendations are welcome!