Otta Wealth Management Group - RBC Wealth Management

Mark Otta, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Mark has been in the securities industry since 1995. He is also a registered representative with multiple licenses, including insurance. He graduated from Cal Poly San Luis Obispo with a Bachelor of Science degree in business administration. He served as the Branch Director in the Fresno Office for 8 years.

Mark grew up in Orange County, CA and currently resides in Fresno with his wife and their three children. He is active with Cal Poly alumni activities and enjoys golf and basketball.

Nicole Otta

Financial Advisor

559-447-8202

Nicole joins the Otta Wealth Management Group as a financial advisor having passed the Series 7, 66 and insurance exams. Nicole was born and raised in Fresno and graduated from Cal Poly San Luis Obispo with a bachelor’s degree. After graduation, she lived in Orange County for five years where she worked in tech recruitment. She is active with the Cal Poly Alumni Association and in her free time, she enjoys playing volleyball and spending time with friends and family.

Jessica Heberger

Investment Associate

559-447-8251

Passed the Series 7 and Series 66 exams
Employed at RBC Wealth Management since 2017

Emily Schoettler

Registered Client Associate

559-447-8240

Passed the Series 7 and Series 66 exams
Employed at RBC Wealth Management since 2018

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