Mark Markland, CFP<sup>&reg;</sup> - Financial Advisor

Mark Markland, CFP®

Certified Financial Planner

Markland Wealth Management, Inc.

1230 Rosecrans Ave, Ste 610
Manhattan Beach, CA 90266
FINANCIAL ADVISOR'S WEBSITE
(800) 959-7201
+1 More Number
(310) 643-7737
CONNECT WITH Mark
  • linkedin link

General

Mark Markland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Markland Wealth Management, Inc. in Manhattan Beach, CA and the surrounding communities.

Financial Advisor Overview

We are focused on personal comprehensive financial planning. Our philosophy is that a holistic approach will lead to your enjoying a happy and meaningful life; focusing solely on your finances is short-sighted. Your financial plan and the plan you have for your life are intertwined, so the way you structure your investments depends on what you want to do with your money. You therefore need to define what is important to you at this stage of your life, and then make sure you align your financial plan with your priorities. My goal is to make this process easier by coaching my clients through this process to make sure that their financial plan that is right for them.

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Financial Advisor Experience

I have been offering advice and helping people make the right financial decisions since 1987.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Real Estate Sales

Insurance Licenses

  • Life insurance: CA,AZ,NV,WA
  • Health/disability insurance: CA,AZ,NV,WA
  • Fixed annuities: CA,AZ,NV,WA
  • Variable annuities: CA,AZ,NV,WA

Broker-Dealer Affiliation

Fidelity

Broker-Dealer Disclaimer

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources