Baywood Private Wealth Management 

CONNECT

Address:

1600 W Hillsdale , Suite 102
San Mateo, CA 94402-1716

Phone:

(650)472-3037

Fax/Other:

(650)684-5880

Mark Bernard

Managing Partner

I serve as a  wealth consultant to many affluent individuals, families, business owners and corporate executives with sophisticated financial and retirement planning needs.  I have over 18 years of knowledge creating financial strategies for challenging financial problems.  My passion is to enhance the quality of my clients’ lives by partnering with and empowering them to live fully.  I follow a holistic, client-centered approach that reflects a firm understanding of my client’s key concerns.   I offer estate planning services, comprehensive planning and investment strategies by primarily establishing fee-based relationships.  This approach ensures that I place my clients’ interests above my own and that I provide independent and objective advice.

I have a Series 7 general securities registration, Series 63 state securities registration, Series 65 investment advisor representative registration, Series 24 general securities principal registration which are all held with LPL Financial.  I also maintain a California insurance license for life insurance and long-term care.

I live in San Mateo with my wife, Flor and our three children.  I am very active in the community and volunteer for many organizations and serve on the Board of the Mid-Peninsula Boys & Girls Club in San Mateo.  I spend quality time with my kids coaching baseball and soccer.  I enjoy cooking, reading, traveling and spending time with my family. 

Phone (650) 472-3037