Mark A. Steppel, CFP®

President and Senior Financial Planner

Mark Steppel is President and Senior Financial Planner at Sunrise Wealth Management, Inc.  As a Certified Financial PlannerTM, he provides comprehensive financial planning services covering retirement planning and investment management, primarily to middle-income and wealthy individuals.  Throughout his career in both personal and corporate finance, he has worked in a variety of roles involving investment strategy and maximizing value under budgetary constraints.  Steppel earned a B.S. in Economics from Carnegie Mellon University and a Master’s in Public and Private Management from the Yale School of Management, as well as a Certificate in Personal Financial Planning from Virginia Commonwealth University. He has been an active board member with several organizations, including the Virginia College Savings Plan (the nation's largest 529 plan provider) and currently serves on the Fiscal Committee of the Reston Association.

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