Mark joined Private Portfolios in 2012 and has been in financial services in various roles including real estate finance, insurance planning, and wealth management for the past 15 years. Born and raised on the Peninsula, Mark is a proud graduate of Serra High school and is active with their alumni association. He graduated from Vanguard University with a BA in Business Administration, and is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst, and is the leader of Second Saturday Divorce workshops here in San Mateo County.
Mark lives in San Mateo with his wife, Susie, and two daughters, Zoe and Sloane. When he's not working, you'll find him studying financial planning topics (taxation in particular!), playing soccer or ukulele with his girls, making craft beer or surfing.
CA Insurance license #0G73098