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About Mark

I have over 25 years of experience in helping clients with their financial affairs as both a CPA and a CERTIFIED FINANCIAL PLANNER
I would be happy to meet with you to discuss your specific situation and to get started.  Just give me a call to schedule a complimentary get acquainted meeting  at 858-450-3200.
I enjoy hiking, camping, and photography and I am an alumnus of San Diego State University (83) and Torrey Pines High School (78).
 My wife Joanne and I have three adult children.
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