J. “Mark” Rauf

I have passed the SIE and Series 65 and completed the Amplified Planning Externship, where I observed client meetings, gained hands-on experience with industry-standard financial planning software, and earned 500 CFP® Standard Pathway experience hours. The platforms I worked in include eMoney, AssetMap, Redtail, EncorEstate Plans, Holistiplan, and Nitrogen. The CFP® certification is my next credential target; I also hold an MBA.

For nearly a decade, I have owned and actively managed a residential rental portfolio, making hands-on decisions about capital allocation, cash flow, leverage, risk, and long-term asset strategy. This experience sparked my interest in financial planning and taught me to evaluate complex financial decisions in light of both immediate needs and long-term goals, an approach I would bring to supporting clients and advisors.

My analytical, organizational, and communication skills are backed by practical experience working with professionals from diverse backgrounds. I take initiative, collaborate effectively, and work independently to meet goals and support the mission.

The opportunity to support financial planning research, prepare for client meetings, maintain financial plans, and contribute to personalized wealth management strategies aligns closely with my experience and career goals.

Trilingual in English, Arabic, and Turkish, with experience working with populations from a wide range of cultural and professional backgrounds, including senior military personnel, diplomats, and multinational corporate executives.

The Externship at Amplified Planning (Summer 2026)

• Observed real client meetings and completed planning casework across cash flow, investments, insurance, taxes, college/student loans, retirement, and estate planning.
• Gained hands-on experience with industry-standard technology, including eMoney, Asset-Map, Redtail, EncorEstate Plans, Holistiplan, and Nitrogen.

Owner & Real Estate Investor at Self-Employed (2016 - Present)

• Conduct detailed financial analyses of acquisition opportunities using cap rate, cash-on-cash return, debt service coverage, and long-term cash flow projections.
• Manage a residential portfolio, including budgeting, tax documentation, and capital expenditure planning.
• Manage relationships with attorneys, vendors, community partners, and local government officials.

Employment Specialist at Refugee Services of Texas (2015/5 - 2015/10)

• Determined program eligibility and compliance, conducted client orientations on budgeting and self-sufficiency planning, and supported credentialed professionals in navigating U.S. employment systems.

Program Specialist at Catholic Charities (2014/5 - 2015/5)

• Determined program eligibility and compliance, conducted client orientations on budgeting and self-sufficiency planning, and supported credentialed professionals in navigating U.S. employment systems.

Master of Business Administration in MBA – University of Southern Indiana

Bachelor of Arts in English – Al-Turath University