Testimonials
“Mark provided invaluable assistance and advice, first for my financial planning during my divorce, as well as addressing tax implications that arose when we sold the family home. Since my divorce, Mark has continued to advise on my financial planning, helping me to regroup and rebuild my portfolio to support my new retirement plan.“
“As a vulnerable, newly divorced woman, I found Mark to be the trustworthy person I didn’t know I was looking for!”
“Mark has been there for me since the beginning of the end of my marriage. Mark assisted me in finding a family law attorney, but most importantly he helped through the whole process. He helped me complete all the financial forms and helped me with create the settlement agreement. This was huge and saved me so much money. Mark has also helped me prepare for my retirement and has helped me create a plan for a financially stable retirement. I’m so grateful to Mark! He is so smart and a great person!”
“Mark has been so helpful assisting me with the financial uncertainty of divorce. He assessed my financial situation and explained options in easy to understand terms. His efforts greatly reduced my financial fears after being a Stay Home Mom for many years. He also facilitated conversations with my former Spouse which contributed to an agreeable split of our marital assets. I look forward to continue working with him to maintain my financial security as a single person.”
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
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(650) 548-9800
