Mark works with clients and their families to create and implement comprehensive financial plans that integrate tax planning, investment management, risk mitigation, and wealth transfers to achieve financial goals throughout their lifetimes.
Prior to joining Miracle Mile, Mark worked as an Advisor at Karp Capital. His primary focus was to work with clients on establishing and implementing financial plans to achieve their goals.
Mark graduated from San Diego State University with a bachelor’s degree in International Relations & National Security Studies, with a focus on China. Mark lives with his wife and 5 pets in the Marin area.
Current role