Wealth Advisor
As one of SPM’s Senior Wealth Advisors, Mark works directly with clients to help them achieve their overall planning goals. Mark understands that effective implementation of a wealth management plan requires a solid understanding of the planning process. He feels that using the “team approach” to wealth management is vital to achieving the best possible results for a client.
Mark continually researches and analyzes for the best-in-class product and strategic designs that will help optimize a client’s wealth management plan. Mark uses his broad and advanced experience in both the insurance and securities industries to coach new Wealth Advisors on basic product knowledge and more experienced Wealth Advisors on advanced case design.
Mark will combine his expertise in wealth management, with that the CPA(s) and Attorney(s) on his team in order to integrate some of the more sophisticated strategies in investment planning, asset protection, estate planning, and tax management into a personalized and comprehensive plan. He will then guide his clients, while leading the implementation of the plan and make any necessary adjustments to reflect on-going changes in both the client’s personal and professional life.
Professional Experience
Mark Goldsmith is a Wealth Advisor and Investment Advisor Representative for Select Portfolio Management, Inc (SPM), as well as Vice President and Financial Operations Principal (FINOP) of Securities Equity Group, member FINRA & SIPC. Mark is also a Registered
Principal and Registered Representative (Series 27, 24, 7, 6, and 63) for SEG.
Mark has been practicing in the areas of insurance and investment planning for nearly 25 years. He conducts introductory and investment advisory meetings with prospective and existing clients, as well as analyzing the individual financial portfolios of the firm’s clientele.
Mark is active in the management, supervision and coaching of the firm’s other advisers, as well as reviewing their proposed wealth management plans. Continuing education, advanced studies, industry seminars, and licensing have been and will continue to be one of Mark’s key areas of focus.
Securities offered through Securities Equity Group
| Registered Broker-Dealer
Member
FINRA & SIPC
CA Insurance License # 0732838
Education
- BS-Business Administration
- University of Southern California, Los Angeles, California (1987)
Contact Mark at: