Diversified Wealth Management Solutions

Specialties

Diversified Wealth Management Solutions, LLC is a truly unbiased full service wealth management firm focused on delivering customized solutions designed to address the individual needs and goals for every stage of life.

History

Established in 2014.

I have been providing comprehensive financial advise since 2004. I began my career with a large corporate firm and started Diversified Wealth Management Solutions, LLC in 2014 to better serve the needs and goals of my clients. Starting my own Registered Investment Advisory Firm has allowed me the ability to offer more competitive fees to my client and has allowed my clients to avoid negative impacts of corporate initiatives.

Meet the Business Owner

Mark A.

Business Owner

Mark was born and raised in Fresno, California, attended Clovis West High School and continued his education at the University of California, Santa Barbara obtaining a degree in Mathematics and Economics.

Mark began his career in finance in 2002 with Wells Fargo Bank, while in Santa Barbara. In 2004 he moved back to Fresno to start his Investment Advisory career with Morgan Stanley, obtaining his Series 7, Series 66, Series 31 and CA Life & Health licenses. It was here that he received much of his initial training surrounding asset allocation, diversification and Modern Portfolio Theory. He obtained his Certified Financial Planner™ designation in 2007. In 2008, he accepted an opportunity with Citigroup in which he was responsible for providing investment advice coverage to a number of bank branches in the Central Valley. In 2011 he took his experience to Waddell and Reed accepting the role of the Producing Managing Principal for the Fresno Office.