Wealth Management Group

Mark is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Pension Plan Consultant (PPC), with offices in Carlsbad, California. With over 30 years of experience in the financial industry, he provides wealth management and investment consulting services to business owners, retirement plans, retirees and families. Prior to s... tarting Wealth Management Group in 2003, Mark began his professional career as a Certified Public Accountant (CPA) with BDO Seidman in Detroit, Michigan. After many years of CPA and financial industry work, Mark made the decision to follow his true passion; to help people build and protect their financial resources, so they can live the style of life that they want. This includes taking care of family, retirement, managing taxes, paying for college, estate planning, and charitable giving. In addition to his CFP®, CPA, and PPC designations, Mark holds FINRA Series 7 (Securities) and Series 66 (Investment Advisor) licenses, as well as state licenses for insurance, annuities, long term care, and real estate. In 2013, he was appointed by the Mayor of San Diego to the Board of the San Diego City Employees Retirement System (SDCERS), which oversees $6 Billion in employees retirement investments. Mark is a member of Ed Slotts Elite IRA Advisor Group, and has also served as a Subject Matter Expert for the Certified Financial Planner Board of Standards, writing questions for the national CFP® exam. He is also a member of the North County Estate Planning Council. Mark devotes a significant amount of time to continuing education and advanced study. Born in Detroit, Michigan, Mark moved to San Diego in 1992 and now resides in Carlsbad, California with his wife Rebecca. Together they have six children ranging in age from 19 to 34, and a 7 year old granddaughter. Mark enjoys tennis, exercise, reading and most importantly, family time. He also is a member, and Past President, of the Carlsbad Hi Noon Rotary.Read More