Financial Advisor, Founder
Mark has been in Financial Services for over 35 years. For the last 30 years, he has worked with Xerox Retirees, their family and friends being a resource and Investment Advisor. Mark’s approach to investing is to first simplify a very complicated subject and then educate. It also just as important to understand how financial plans work to fit your life but also how they don’t work. Knowing both sides is crucial to know what is appropriate for your short and long-term goals. This method of planning takes time. It’s his philosophy to take as much time as needed before one invests. It took a lifetime to accumulate for many of our clients, so it’s important not to rush. Mark has two Partners under 40. He’s not retiring anytime soon, but the Firm has a solid long-term continuity plan in place. Mark has been married for 37 years, has two adult children and three grandchildren.
Education & Affiliations
B.A. Psychology UC Irvine
Securities Licenses: 7, 63
California Insurance License #0697545
I have been married for 37 years with two adult children. I have lived in Southern California my entire life. I grew up around Orange Orchards, where my friends and I would roam and have an occasional orange throwing war with each other. We have a 12-year-old grandson and a three-year-old granddaughter with another one on the way. Skiing & fishing with my grandson defines our precious times together. Soon to do the same with his sister. The most unique place that I have traveled to was Choquerqueria in Peru with Kyle in 2015. It was a brutal hike, smaller but similar to Machu Pichu but only around 20 visitors a day. I look forward to traveling with my wife and family, and more grandchildren.
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades now, we’ve been lucky enough to serve our community and give back to its people at the same time. You see a portion of all company revenue gets donated to local activities and fundraising to help support those in our amazing community.
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