Mark has been helping his clients in their financial planning, retirement planning, and business planning needs for over 25 years. He is a graduate of UCLA and has earned the designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Mark has extensive experience helping his business clients set up and manage their Qualified Retirement Plans helping them make their 401(k)s and Defined Benefit Plans work in the most efficient and beneficial ways possible.
Mark has been a Rotarian for over 20 years. He is a past President of the Rotary Club of Westlake Village and is currently an active member of the Rotary Club of Ashland. He has spent a number of years as chair of the Rotary Garden in Ashland providing many thousands of pounds of fresh vegetables each year to the Ashland Emergency Food Bank. For the past seven years Mark has been a volunteer math tutor at Walker Elementary School.