Mark holds the designations Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), and has a Master’s Degree in Business, Finance (MBA) from San Diego State University. He completed his undergraduate work at San Diego State University with a degree in Industrial Arts. Mark has taught financial planning and investments at the adult education, community college, and university levels. He has been instrumental in the development and review of competency tests for financial planning professional organizations.

Mark is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the CFA Society of San Diego, Inc., and the CFA Institute. He is currently serving on the Board of Directors of the Coastal Community Foundation. Mark has worked on committees for the Board of Examiners of the Certified Financial Planner Board of Standards to develop and maintain the comprehensive examination required of all CFP candidates. Mark was born and raised in Southern California, is married, and has two children.