Since 2003, Mark has been passionate about building trusting relationships with Members to help them build secure futures. He believes that with long-term planning and being disciplined about making regular contributions, Members can achieve their financial goals.
He explains no two Members are alike and he's here to help address their unique needs. "Some Members come to a meeting with every statement they've ever received, and some show up with very little. No matter where they are on their financial journey, or where they want to go, I enjoy helping Members find their own way," he says.
When he's not working, Mark enjoys spending time with his family and dog. He loves traveling abroad and exploring new places.
Mark is a fully registered and licensed investment and retirement planning professional. He earned his bachelor's degree in finance from California State University, Long Beach, is registered to sell securities, and holds a California Life/Health Insurance License.
To make an appointment with Mark, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0D9742
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