Chat with us, powered by LiveChat
Broker Check
Mark Gilbert, CFP®

Mark Gilbert, CFP®

Wealth Management Advisor

Mark Gilbert has more than a decade of experience in financial services. He excels in weaving through the nuances and intricacies of the financial market and delivering sound and concise financial planning solutions. He’s helped clients from all walks of life define and achieve their financial goals at JP Morgan and Vanguard before recently joining the team at WestPac Wealth Partners. Born and bred in Orange County, he graduated from Chapman University with a bachelor's in business administration. Mark discovered his passion and chose to become a Certified Financial Planner in the aftermath of the Great Financial Crisis. “It was a theme. Tech Bubble, Enron, 2008. I grew up with a stock market intent on teaching hard lessons. Once I learned them, I knew I had to share my knowledge.”

Specializing in working with business owners and medical professionals, Mark believes in tailoring his process to each individual to achieve a bespoke destination. “My clients may have common concerns, but everyone has different goals and priorities. No matter your current situation I’ll be right beside you, holding the map and navigating the detours.” A tireless advocate for his clients, he exemplifies what it means to be a trusted advisor.

In addition to his fervent work habits, Mark, his wife Beata, and their two children are active members of the local Polish community. The Gilbert’s also enjoy hiking, boating, and soaking up the southern California sun!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I06228.| 2023-156854 Exp. 06/25