Mark Sapienza

AAMS®
Financial Advisor
Registered Principal, Accredited Asset Management Specialist

Serving the wealth management needs of his clients, Mark has been helping families and businesses pursue their financial goals for over 17 years. As an Accredited Asset Management Specialist, Mark specializes in investment management, retirement income and estate planning for individuals and business owners.

Mark is a graduate of the College of Financial Planning AAMS designee program in Denver, Colorado. He is a registered representative holding the Series 7, 24, 63, 65 and California Life & Disability licenses. A native of Illinois, Mark moved to Southern California in 1979 where he served as CEO and CFO of several California corporations gaining extensive experience in financial management.

Mark participates in many charities and community activities. He is an avid automotive enthusiast who also enjoys golfing and exploring new adventures with his wife and son.