ADVISOR BIO

Mark Richard Gordon is a financial advisor associated with Wealth Architects, LLC. Mark has been in the financial services industry since 2006. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Mark holds the Series 7 and Series 66 licenses and is registered in California.

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ADVISOR BIO

Mark Thomas Curtis has been an active financial advisor since 1981. Mark has experience with multiple firms, including E. F. Hutton & Company Inc, Lehman Brothers Inc, and Citigroup Global Markets Inc. Mark is currently registered with Morgan Stanley, which has a large client base of individuals, insurance companies, corporations, and other entities. Mark also provides various advisory services like financial planning, educational seminars, and asset allocation advice.

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ADVISOR BIO

Mark Chen is a financial professional with over 10 years of experience in the financial services industry. Mark is currently registered with HSBC Securities (USA) Inc. and holds Series 6, 7, 63, 65, and 66 licenses. Mark is a Certified Financial Planner™ and a Chartered Financial Consultant. Mark has a long history of working with individual investors, businesses, and pooled investment vehicles. Mark has previously been registered with Edward Jones, Unionbanc Investment Services, LLC, and MetLife Securities Inc.

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ADVISOR BIO

Mark Janci is a financial advisor at Halbert Hargrove, a firm with offices in Long Beach, CA and Bellevue, WA. Mark has been in the financial industry for over 30 years and specializes in financial planning, investment management, and providing educational seminars. Mark is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses.

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ADVISOR BIO

Mark Aaron Jones is a financial advisor with Morgan Stanley. Mark has been in the financial industry since 1986. Mark is registered in 28 states, including California, Texas, and New York. Mark is also licensed to provide investment advice in California and Texas.

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ADVISOR BIO

Mark Thomas Seivert is a financial advisor registered with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since May 25, 1982. Mark is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Mark is a Certified Financial Planner and has extensive experience in providing financial planning services to individuals, families, businesses, and trusts. Mark has a strong understanding of the financial markets and a proven track record of success. Mark is committed to providing his clients with personalized financial advice that meets their unique needs and goals.

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ADVISOR BIO

Mark Weber is a financial advisor with Osaic Wealth, Inc. in Yorba Linda, CA. Mark has been in the industry since 1986 and is a licensed investment advisor. Mark specializes in financial planning, pension consulting and portfolio management. Mark is registered with FINRA, the State of California and Texas.

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ADVISOR BIO

Mark Tadao Fujii is an investment advisor representative with Charles Schwab & Co., Inc. Mark has been in the securities industry for over 30 years. He is registered with the state of California as both a Broker-Dealer and Investment Advisor. Mark has a broad range of experience in the financial services industry, including roles at TD Ameritrade, American Century Investment Services Inc. and Franklin Distributors, Inc. Mark is passionate about helping individuals and families achieve their financial goals. Mark is a property owner in Davis, California.

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ADVISOR BIO

Mark Shoemaker is a financial advisor with over 30 years of experience in the financial industry. Mark is a registered representative of Mariner Independent and holds a Series 7, Series 63, Series 99TO, and SIE licenses. Prior to joining Mariner Independent, Mark was a registered representative with First Allied Securities, Inc. and InterFirst Capital Corporation. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Mark Weiderman is an investment advisor representative at Manchester Financial Inc. Mark has been in the industry for over 30 years, holding various positions at several financial institutions, including Merrill Lynch, UBS Financial Services Inc., and Raymond James Financial Services, Inc. Mark has a strong background in financial planning, portfolio management, and consulting services. He has extensive experience working with high-net-worth individuals, corporations, and pension plans. Mark is committed to providing personalized financial advice to help clients achieve their goals.

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