Senior Managing Director
Mark is responsible for all aspects of financial planning at Angeles Wealth as well as working directly with clients as a wealth manager. He has been in the financial services business for over 25 years. Mark founded his own financial advisory business in 2005, and prior to that, he was a Managing Director for Lehman Brothers. He has a degree in Finance from California State University, Sacramento, has completed course study at the Wharton School as well as completed his certificate in taxation from UCLA. Mark has extensive experience speaking on financial topics such as retirement planning, preparing for the cost of education, investment allocation strategies, and behavioral finance. He is committed to helping both individuals and businesses maximize their full wealth potential.