Justin has been working with clients for almost a decade in portfolio construction, portfolio management, and overseeing progress towards client's financial goals.  He has studied at UCLA's financial planning department, and holds both UCLA's prestigious Personal Financial Planning certificate and the industries Certified Financial Planning designation.  He has gone on to study at the College of Financial Planning and attain the Accredited Asset Management Specialist and Chartered Retirement Planning Counselor designations; as well as attaining various industry certificates from Harvard University.  Justin works with clients on financial plans, ensuring that each of his clients has a roadmap, appropriate risk analytics, and asset classes to perform in an ever more complex market. 

Registered States:
AZ, CA, CO, DC, GA, MN, NM, NY, SC, TN, TX, WA

Mark has a global perspective.  He scours the world markets to find "income and value" for his clients.  Mark follows investment principals that have been tested over time.  He is a fan of 'QGARP', Quality Growth at Reasonable Prices.  He believes in diversified asset allocation portfolios.  After managing portfolios for over 15 years, seeing the market declines of the tech bubble, 9/11, and depression of 2008, he feels he is ready to handle any challenges that the market may bring. Mark holds an MBA in finance.  In his free time he likes to swim and spend time with his three kids and wife in Palos Verdes, CA.

Registered States:
AZ, CA, CO, DC, GA, HI, IN, KY, MN, NM, NV, NY, OH, SC, TN, TX, WA