Our clients are individuals who want financial peace of mind. They recognize time is their most precious resource. They delegate as much as possible so that they can focus on what they like doing the most and the people and things they care about. We work with individuals, business owners and highly compensated professionals. We like working with individuals with the means and motivation to make a difference through philanthropy.
Erwin Financial initially gains an understanding of a client's core values and financial and life goals, and then develops a customized solution using non-proprietary products and services. After a client's plan is implemented, Erwin Financial's ongoing money management focuses on achieving attractive risk-adjusted returns while at the same time managing downside risk.
As a business executive Mark has been featured in an executive profile in the San Diego Business Journal. He has been published in the San Diego Daily Transcript and has spoken to a number of Kiwanis clubs.
What separates Erwin Financial and Commonwealth is that we are independent, privately held, have no proprietary products or services and have access to most everything with Commonwealth as the largest privately held independent broker/dealer firm. We have never had to be bailed out by the government or sold to a bank. Commonwealth is extraordinarily discriminating in who works with them and in the products and services we offer, all on a non-proprietary basis. This along with our values based planning process can help provides our clients financial confidence.
Our typical client wants to delegate the operational aspects of managing their wealth to Erwin Financial because they recognize the value of hiring expert advice so they can focus on what they do best and the people and activities that bring them joy. They appreciate the expertise and independence that the largest independent, privately held of its kind can bring to them, their families, their business' and their philanthropic endeavors.
Mark is a founding sponsor and member of Connect San Diego Sports Innovators, which is a non-profit organization with a mission to connect established companies, entrepreneurs, investors and service providers in the sports-related industries in San Diego County. Mark is an EIR (Entrepreneur in Residence) for the Connect Springboard program, which has a mission of mentoring growing companies.
Mark is a graduate of the University of California at Berkeley with a B.A. in Economics. He is a ChFC® Chartered Financial Consultant through American College and an AIF® Accredited Investment Fiduciary®. Mark holds a Series 7 securities registration. He is also a licensed insurance agent for life, health, disability and long term care insurance.
