Mark is the Chief Executive Officer of Optivest Wealth Management, and manages the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest. in 1987 and has grown the firm’s managed portfolios to about 40 wealthy families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.
Mark has over 35 years of experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was one of the leading retail stock brokers of Smith Barney/Orange County. Mark leads Optivest by example, defining common corporate goals that build integrity, excellent customer satisfaction and an environment of high moral consciousness and generosity.
In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He is the author of “Cash Out, Cash In – The After Success Investment Guide”, and is also an experienced investor in a wide variety of investment vehicles including stocks, real estate and venture capital. He is a graduate of the Institute of Preparing Heirs ® specializing in successful wealth transfer to heirs of affluent families.
Mark holds various FINRA licenses including FINRA Series 7, Series 63 and Series 24, is a graduate of the University of Southern California with dual Bachelor of Arts Degrees in International Finance and Business Management. He serves on the executive boards of numerous companies, is an active speaker and the founder of the Orange County Exit Planning Roundtable.
In addition to his business achievements, Mark is founder and President of The Optivest Foundation which donates hundreds of thousands of dollars every year to Christian Ministries. Optivest Wealth Management., Optivest Investment Banking, Optivest Properties and Optivest Retirement Strategies donate 10% of gross annual revenue to charities around the world.
Meet Our Other Staff Members:
Bart Zandbergen
Leslie Calhoun
Stella Choi
Dee Cinquegrani
Leon James
Glori Crumpley
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae