Mark Capital Management, Inc. is a Registered Investment Advisor based in Fresno, California. Since 1992 we have helped our clients prepare for, transition to, and enjoy worry free retirement.
Our clients’ accounts are held at Charles Schwab and Company—one of America’s premier financial institutions.
“I began my investment career as a stockbroker at Sutro and Company in 1983. Since 1998, I’ve been an independent Registered Investment Advisor. Today, I call myself a retirement income planner. What that means in English is: I work to make sure our clients never run out of money during retirement.”
“I was born and raised in Fresno. I received my undergrad degree from the University of Oklahoma. I joined the Mark Capital family 17 years ago. While acting as Office Manager is my primary responsibility, serving the needs of our clients is still my favorite aspect of the job.”
“I have been a part of the Mark Capital Management family since 2014. I received my Masters of Fine Arts from the University of Southern Mississippi in performance. I use the skills learned there on a daily basis making sure all of our clients’ needs are met. When not at Mark Capital, I enjoy molding young minds as an Adjunct Professor in Theatre.”
“I just joined our team and will be coordinating our client acquisition efforts. I am looking forward to helping the company grow and meeting our current clients. I love spending time with family, especially my new granddaughter.”