A passion that was sparked by a student managed investment fund, Mark realized that he could use his financial know how to help others achieve financial success.
Mark found a natural interest and desire to learn about investing while studying at The Masters University when a donor opened a student managed an investment fund. Things changed quickly from there. He realized that he could blend his new found passion for investing with his love of helping others. In his role as Wealth Advisor, Mark works with new and existing clients who are interested in working with Vance Wealth and on a daily basis, demonstrates an enthusiasm for assisting clients and their families achieve financial confidence. Mark works closely with the advisor team in providing the best solutions for Clients while being responsible for trading and research.
Mark’s goal is to continue to serve Vance Wealth’s client and the community, and to earn the CERTIFIED FINANCIAL PLANNER™ designation by 2021. He earned a Bachelor of Science in Business Administration and International Business from The Masters University in 2017.
Mark lives in Santa Clarita and loves spending time with his friends and family. In his free time, Mark serves in youth ministry at Grace Community Church. Mark loves to travel and his hobbies include everything to do with the beach – some of which are surfing, fishing, diving.