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
CA Insurance License #0720589
Mark has the following certifications and licenses:
- Securities Licenses: Series 7 - General Securities Representative
- Securities Licenses: Series 6 - Investment Company and Variable Contracts Products
- Securities Licenses: Series 24 - General Securities Principal
- Securities Licenses: Series 63 - Uniform Securities Agent State Law
- Insurance Licenses: Life, Health and Disability, Fixed Annuities, Variable Annuities