Broker Check
Mark Bernard

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 20 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 strategies, 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 collaborative 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 spend quality time with my kids coaching baseball and soccer. I enjoy cooking, reading, traveling and spending time with my family.