Our Qualifications

Mark A. Schindler, CFP® has worked with hundreds of clients and organizations for over 25 years.  Mark promotes the value of a formal financial plan and the financial planning process. He is insurance licensed in California, and is fully licensed to transact stocks, bonds, mutual funds, variable annuities, and investment advisory services.

Mark is a graduate of the University of Southern California, completed the CFP Professional Education Program through the College of Financial Planning, and has been certified since 1990.  He enjoys speaking to organizations on the latest developments in retirement, business, insurance, and estate planning.  In working with Mark, professionals, business owners, and retirees can benefit from his extensive knowledge and personal guidance.