Mark Bates

Mark Bates, CFP®, CPWA® is a seasoned financial professional currently serving as a Senior Wealth Advisor at Focus Partners Wealth since May 2025, an organization dedicated to wealth, asset, and business management. Prior to this role, Mark was a Principal and Wealth Advisor at Adero Partners, LLC from 2013 until the merger with Focus Partners Wealth, where the firm delivered independent financial advice and built long-term relationships with clients. Mark's early career includes positions as a Trust Officer at Whittier Trust Company and a Trust Administrator at First Republic Bank. Mark holds a B.S. in Economics (Honors) from the University of St. Thomas and has completed a Certificate in Personal Financial Planning from UCLA, along with further education at The University of Chicago Booth School of Business.