Mark began his career in financial services 2001 with A.G. Edwards & Sons which merged with Wachovia Securities and later became Wells Fargo Advisors. In 2009 Mark started his own practice, Impact Wealth Management, which is affiliated with Wells Fargo Advisors Financial Network.
The National Diversity Council named Mark as one of their top Latino Leaders in the nation in 2019 and 2023 and the OneOC Foundation named Impact Wealth Management as one of the 50 most community minded companies in Orange County in 2022, 2023 and 2024.
Mark and his wife, Dina, have been married for over 25 years. They have two children, one of whom has autism. He graduated from the University of Southern California, and his favorite activity is having a backyard barbeque with family.
National Latino Leaders were selected by The Council for Latino Workplace Equity for their contributions to creating and promoting a culture where Latino talent is supported and leveraged, demonstrated leadership, record of professional accomplishments, and maintaining professionalism.
The 2022, 2023 and 2024 Civic 50 award presented by the OneOC Foundation was bestowed as a result of philanthropic efforts unrelated to the business of the firm.
CA Insurance License Number: 0D50594, Resident State (CA)