Mark has accumulated over 24 years of experience as a practicing financial advisor, with his profession being the only one he has known since college. His unique blend of youth and experience level is a rarity in the industry, enabling him to articulate strategy with a multi-decade approach. Earning his CERTIFIED FINANCIAL PLANNER® designation in 2005, Mark continues to play a key role in his clients’ wealth plans and helps to develop a living document that serves as a road map for their wealth planning goals. Throughout his career, he has consistently been a top advisor at four major firms, broadening his experience across the industry.

In his personal life, Mark is a member of the prestigious Chevaliers du Tastevin and has a passion for cooking and food. In 2009, he attended chef school for recreational purposes, further fueling his interest in culinary arts. Mark is also a member of the esteemed Jonathan Club in Los Angeles and participates in several wine and food societies in the area.

Mark resides in the Arts District with his daughter, and they enjoy traveling together globally, exploring new cultures and experiences. He is a graduate of the University of the Pacific and has completed advanced programs in financial planning and behavioral finance at UCLA and Harvard Business School.