About Our Practice

 

    Markland Wealth Management, Inc.

1230 Rosecrans Avenue, Suite 610 Manhattan Beach, California 90266
Phone: 310-643-7750 Fax: 310-643-9950

The financial professionals of Markland Wealth Management, Inc. are focused on personal financial planning. We are able to offer a wide selection of investment products and services that can be used to create and manage a complete financial plan. We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan. We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients pursue their financial planning goals.

 

Our goal is to guide, educate, and support our clients in
developing and managing a life-long financial plan
that is right for them today and will help them
pursue their financial goals in the future.

  

ADVISORS

 

Mark Markland, CFP®   Mark is a CERTIFIED FINANCIAL PLANNER™ - professional who has provided his financial experience to help educate and manage affairs for hundreds of clients since 1986. Mark brings his broad background in retirement planning, estate planning, asset management, insurance planning, qualified and non-qualified retirement planning, executive fringe benefits planning and investment advisory services. Mark's Highlights:     

 

  • Mark is a CERTIFIED FINANCIAL PLANNER (since 1996)
  • Long-term member of the Financial Planning Association
  • Licensed as a real estate agent
  • BS Business, Finance & Investments - University of Southern California, 1986
  • South Bay resident and businessman since 1986
Saba Candari, CWS®  Saba is a CERTIFIED WEALTH STRATEGIST® -who has been in the Financial Service industry since 2010. He began his career in finance in the Private Equity sector helping entrepreneurs develop and structure their startup companies. He brings that unique background of working with small businesses and young entrepreneurs with him to Markland Wealth Management Inc. Saba's Highlights:   

 

  • Saba is a Certified Wealth Strategist®
  • Member of the Financial Services Institute
  • Pepperdine Graziadio School of Business and Management

 

BROKER-DEALER AFFILIATION

First Allied Securities, Inc.

Mark has the following certifications:

  • Securities Licenses: Stocks and Bonds, Mutual Funds, Limited Partnerships  (Investment Adviser Representative Licenses - Mark: CA, WA, OR, NC, AZ, FL)
  • California Insurance License: Life, Health and Disability Insurance, Fixed Annuities, Variable Annuities

Saba has the following certifications:

  • Securities Licenses: Stocks and Bonds, Mutual Funds, Limited Partnerships  (Investment Adviser Representative Licenses - Saba: CA, NV)
  • California Insurance License: Life, Health and Disability Insurance, Fixed Annuities, Variable Annuities
Additional Information
  • To maintain our licenses and designations, we are required to earn 30 continuing education credits every two years.
  • We can furnish prospective clients with references upon request.
  • We will provide a no cost or obligation consultation to prospective clients so that we may determine if their needs and our practice are well matched.
PAYMENT & COMPENSATION
Payment to Markland Wealth Management, Inc. advisors may be in the form of:
  • Fee for financial planning (initial, hourly and/or retainer)
  • Fee based on percentage of assets managed (ranging from 0-2%)
  • Commissions and/or loads for investment products purchased
  • Trail fees on mutual funds or insurance products
  • Redemption fees on mutual funds or insurance products
  • Commission on insurance products purchased
Compensation Methods and Disclosure:
  • We can work with clients on a fee only basis
  • We can inform clients of the dollar amount of fees (commissions or loads) to be paid on the purchase of any product
  • Our clients' interests come first. We will recommend products based on what is best for them and not based on which would give us more earnings. Our objective is to develop life-long clients.
  • When appropriate, we may refer clients to other professionals for related services out of our area of expertise. We do not receive referral fees from these professionals.
  • Our firm does not, nor does any affiliate or member of our firm, act as a general partner, participate in or receive compensations as a general partner from investments that we recommend.
CONTACT

Mark Markland, CFP® CERTIFIED FINANCIAL PLANNER Phone: (310) 643-7737 Mobile: (310) 766-3233 Fax: (310) 643-9950 Email:mark@marklandwealth.com  CA Insurance License #0720589

Saba Candari. CWS® CERTIFIED  WEALTH STRATEGIST®  Phone: (310) 643-7770 Mobile: (310) 999-4719  Fax: (310) 643-9950 Email:saba@marklandwealth.com   CA Insurance License #0K19448