Mark Markland, CFP^®

Certified Financial Planner

Markland Wealth Management, Inc.

1230 Rosecrans Ave, Ste 610
Manhattan Beach, CA 90266

FINANCIAL ADVISOR'S WEBSITE

www.marklandwealth.com

(800) 959-7201

+1 More Number

(310) 643-7737

CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We offer a complementary one hour meeting to see if you are the right fit for our firm. We can then decide the most cost effective way to proceed.

Minimums

HOUSEHOLD INCOME MINIMUM

$125,000

Investable Asset Minimum

$500,000

My Links

My Website

Video About Me

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.

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