Do you worry about the ups and downs in the markets? Are you confident in your investment strategy?
“Helping you enjoy life.”
Mark’s passion and mission is “helping people enjoy life.” Mark does this by developing, with you, a personalized financial strategy. Your personalized financial strategy is based on your wants and goals. This strategy focuses on helping you to learn how to lower volatility, and work toward higher consistency to help ease the pain of the ups and downs in the markets.
When you work with Mark, you get a firm, not a broker.
Mark uses a collaborative, team approach. Mark believes that knowledge is power. An educator by nature, he will take the time necessary for you to understand and feel good about your strategy. Mark’s team includes over 100 financial professionals covering many specialties, located in California, Nevada, Oregon, Arizona and Hawaii.
“Helping you make better financial decisions.”
A 30 year veteran of the financial services industry, Mark was a managing director with The Mony Group prior to getting back into private practice 10 plus years ago. Marks professional education includes Certified Financial Planner; (CFP®) and Chartered Life Underwriter (CLU). Professional Licenses: FINRA Series 7, Series 63, Series 65, Series 24, and a California Life & Health License.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. 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, LLC 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 #0C80432 | 2021-128017 | Exp. 10/23