Mark Bates

Mark Bates, CFP®, CPWA®, is a Principal and Wealth Advisor at Adero Partners, LLC, where expertise has been applied in providing independent financial advice and fostering long-term client relationships since 2013. Prior experience includes serving as a Trust Officer at Whittier Trust Company from 2008 to 2013 and as a Trust Administrator at First Republic Bank from 2005 to 2008. Mark Bates holds a B.S. in Economics (Honors) from the University of St. Thomas and has furthered education with a Certificate in Personal Financial Planning from UCLA, a program at The University of Chicago Booth School of Business, and recognition as an Honor Graduate from Cannon Financial Institute's Trust School.