California Life Insurance License
Contact detailsPhone: 714.600.0813
Branch Office: Orange, CA
Investment Adviser Representative
I am driven by helping families plan for income during retirement.
MY MAIN FOCUS IS RETIREMENT PLANNING
While there are many different ways to invest, I believe in a long-term approach for the biggest financial challenge, which is Retirement. Pensions are vanishing, social security may not be the answer, and inflation erodes savings. This leaves individuals increasingly responsible for providing their own retirement security. My clients are not looking to “trade” or “play the market,” they are looking for long term investing in portfolios aligned with their financial goals.
I HAVE A BROADER SELECTION OF PRODUCTS
Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams. Unlike other firms, I am not limited to a select few proprietary funds.
I AM FOCUSED ON YOUR ROADMAP
My primary objective is to help you with your long-term retirement plan. Your portfolio is NOT your plan…the portfolio is there to help FUND your plan.
I WANT TO PROTECT YOUR ASSETS
Your needs, wants, and risks will change over your investment lifetime. My first career is in risk management, and I believe that comprehensive, sincere planning should include estate planning, living trusts, life insurance, and goal-oriented budgeting.
I BELIEVE IN LIFETIME CLIENT RELATIONSHIPS
The key factor in long-term success is a client’s behavior. I believe strong client-advisor relationships can make or break the realization of long-term retirement goals.
Mark and his wife Tracy live in southern California and have been married for 25 years. They have two college-aged children and a third high-school teenager. They are active in their community and serve in marriage leadership and on several music teams for their church. Mark plays violin for the Southern California Philharmonic.