Mark L. Jaffe is a 19 year veteran of the financial services industry. He holds a degree from UCLA. Mark is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Chartered Financial Consultant.
Mark provides comprehensive financial planning, investment management, and retirement planning for his clientele of successful individuals, families, and businesses. Mark's focus is on fee-based financial planning and investments. Mark has a level of expertise in qualified retirement plans working closely with a Third Party Adminstration firm for five years. |