Mark W. Robertson,  CFP<sup>&reg;</sup> - Financial Advisor

Mark W. Robertson, CFP®

Maxim Capital Advisors Inc

9160 Irvine Center Dr, Ste 201
Irvine, CA 92618
(866) 956-2946
(949) 752-0993


Mark Robertson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Maxim Capital Advisors Inc in Irvine, CA and the surrounding communities.

Financial Advisor Overview

Mr. Robertson, CFP (R) is the founding member and President of Maxim Capital Advisors, Inc. He has over 28 years helping his clients with their financial questions and goals. "Building your wealth and preserving it, is as important to me as it is to you." 

He works closely with individuals, retirees, professionals and business-owners to evaluate their needs and provide them with customized solutions.

Before any recomendation is made, attention and deep analytical work is done regarding your time horizon, risk profile, tax situation, income needs and estate and wealth transfer goals.

He constantly provides sound, unbiased advise where together long term financial plans and relationships are built that you and your family can depend on.


Financial Advisor Experience

Mr. Robertson, CFP (R) is the founding member and President of Maxim Capital Advisor, Inc. A Registered Investment Advisory Firm located in Irvine, CA. In addition to his management duties, he serves as Portfolio manager and head of Financial Planning for the firm. Mr. Robertson has over 28 years of experience in investments, portfolio management, banking and insurance. He is a member in good standing with the Financial Planning Association and a member of the Orange County Chapter. He currently holds active Series 7, Series 63 and Series 65 licenses. He also keeps active life and disability licenses. He received is degree from Cal State University Long Beach in 1985.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securities offered through Royal Alliance and Associates. Inc. Member FINRA/SIPC. Investment advisory services offered through Maxim Capital Advisors, Inc. a registered advisor not affiliated with Royal Alliance and Associates, Inc. Ins. Lic, CA 070701

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Special Needs


Helpful Financial Planning Resources