Our Qualifications
Mark is a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and Investment Advisor Representative with over 22 years of experience in the financial industry. Mark is also a "Subject Matter Expert" contributing to the development of examination questions for the CFP Certification Examination, a two day - 10 hour test as part of the requirements to obtain the CFP designation. He currently holds the following financial licenses and designations: Certified Financial Planner Certified Public Accountant Investment Advisor Representative Series 7 license - stocks, bonds, mutual funds, REITs, and private placement investments Life, Disability and Health insurance licenses CA # 0D77039 Long Term Care license California Real Estate license Annual continuing education requirements for each of Mark's designations and licenses keep him up to date with the latest financial, investment and tax issues. Mark participates in additional industry seminars and associations covering topics that relate to his clients' specific needs, concerns and interests.
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