Mark A. Halby,  CFP<sup>&reg;</sup> - Financial Advisor

Mark A. Halby, CFP®

AIF®

DLK Investment Management

238 N Cedros Ave, Ste 200
Solana Beach, CA 92075-1351

DLK Investment Management

2400 5th Ave, 124
San Diego, CA 92101
(858) 433-3204

General

Mark Halby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DLK Investment Management in Solana Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary® (AIF®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee Benefits, Insurance

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