Our Team

We are, Mark Bernard and Flor Santana and we decided to start our practice together in 1999 because we saw the benefit a husband-and-wife team can have for our clients.  We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

• Our mission is to help our clients identify appropriate financial goals. 
• Our values are to provide honesty, integrity and trustworthiness.

We feel a commitment to our community and are proud to support our local San Mateo community.  Our firm supports SolMateo, StarVista, Mental Health Association and the San Mateo Health Foundation.