Mark Reyes

Mark Reyes, CFP®, has a diverse work experience spanning various roles and companies. Mark currently works at Albert as a Financial Advice Director since February 2023. Prior to that, they were a Senior Manager - Financial Assistance at the same company from August 2021 to February 2023. From October 2019 to August 2021, Mark served as a Financial Advice Manager and Financial Advisor at Albert. Before joining Albert, they worked as a Financial Advisor at California Capital Management from March 2018 to February 2019.

Mark's earlier career includes roles at Wilshire Associates, where they worked from 2012 to 2018. Mark held positions such as Senior Associate and was responsible for client services, client liaison, and project management for fiduciary retirement services. At Wilshire, Mark played a key role in growing and scaling the fiduciary business to $70 billion in asset under management (AUM). Mark also worked as an Analyst and Senior Analyst during their tenure at Wilshire.

In 2011, Mark gained business and technology experience through an internship at MWD, where they assisted with budgeting, data analysis, and developing business strategy practices. Before that, they served as the Board of Directors and Chair of the Board at Associated Students UCLA from June 2010 to June 2012. Mark's responsibilities included conducting board meetings, reviewing financial statements, and approving budgets for various student entities on campus.

Mark started their career as a Personal Marketing Assistant at MetLife Insurance from August 2010 to July 2011. Prior to that, they worked as an Administrative Assistant at Samahang Pilipino Advancing Community Empowerment (SPACE) from May 2009 to June 2010. In this role, they were responsible for tracking and marketing, developing innovative outreach methods, and managing office responsibilities.

Overall, Mark Reyes has acquired extensive experience in financial advisory, management, client services, project management, and strategic planning throughout their career.

Mark Reyes, CFP®, holds a Bachelor of Arts degree in Economics from UCLA. Mark also obtained a Personal Financial Planning Certificate from UCLA, specializing in Financial Planning and Services. In addition to their education, they have obtained several certifications, including the General Securities Representative Examination (Series 7) from FINRA in 2021, the Uniform Securities Agent State Law Examination (Series 63) from FINRA in 2020, and the Certified Financial Planner (CFP®) designation from the CFP Board in 2019. Mark also holds a Certificate in Personal Financial Planning from UCLA Extension in 2016 and a Claritas™ Investment Certificate from the CFA Institute in 2013.