Mark is a holistic wealth manager, focused on both comprehensive financial planning and investment management and has been in practice since 2012. 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 basketball with the kids, or embarking on an outdoor adventure.
CA Insurance license #0G73098