Mark Weber
Financial Advisor, Founder
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Mark has been a trusted Financial Advisor for over 40 years, dedicated to helping hardworking individuals secure their financial futures. He takes the time to understand each client's unique needs and creates clear, personalized plans. For the past 35 years, Mark has worked with Xerox retirees, their families, and friends, building strong relationships based on trust and expertise.
Mark's investment philosophy is centered around simplifying complex concepts and educating clients. He believes it’s just as important to understand how financial plans work within your life as it is to understand their limitations. A thorough understanding of both sides is essential for aligning short-and long-term goals. While this approach requires patience, Mark is committed to taking the time necessary to ensure the best outcomes.
Mark is also committed to the future of his firm. Though he has no plans to retire soon, he has proactively developed a solid, long-term continuity plan, ensuring that his clients' needs will continue to be met. He works alongside two partners who are both under 45, ensuring the firm remains dynamic and forward-thinking.
Outside of work, Mark has been happily married for 42 years. He is a proud father of two adult children and a grandfather to three with another on the way. He enjoys traveling and adding to his library.
Education & Affiliations
B.A. Psychology UC Irvine
Securities Licenses: 7, 63
California Insurance License #0697545
Meet Mark...
I have been married for 42 years and have two adult children. I’ve lived in Southern California my entire life. Growing up surrounded by orange orchards, my friends and I would often roam them and even had the occasional orange-throwing war. I’m a proud grandfather to a 16-year-old grandson, a 7-year-old granddaughter, a 4-year-old grandson, and another on the way. I love traveling and one of the most unique places I’ve traveled to is Choquequirao in Peru, which I visited with my son Kyle, in 2015. It was a challenging hike, similar to Machu Picchu, but smaller and with only about 20 visitors per day. I look forward to more travel adventures with my wife and family, as well as enjoying time with my growing number of grandchildren.
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.
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