Why Do People Choose Erwin Financial to Be Their Financial Advisor?

First, we understand what is most important to clients: their core values, and we work with them individually to find financial solutions that meet their unique needs. No two individuals are the same. Mark is a La Jolla based financial planner who encourages clients to achieve their financial goals so that they can achieve greater financial confidence.

Our clients understand time is their most scarce resource and delegate everything they can so that they can focus on what they enjoy doing. In the role of financial advisor and planner, our mission is to play an integral role in helping clients achieve their financial goals so they can live inspired lives.

We especially enjoy working with clients with the motivation and means to affect positive change in the world. We have comprehensive and extensive support in strategies and methods of gifting to charitable organizations.

We have priceless experience in helping couples who are planning to divorce or in the process of divorcing potentially save a great deal of time, money and most importantly emotional pain.

Our objective is to produce competitive returns during up-market cycles and to protect your assets during unfavorable cycles. With Commonwealth, we have an independent global view of investment opportunities and risks. We strive to preserve capital and deliver positive returns over time.

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What Is Important to Mark Erwin: 

I define happiness as being able to make a living making a difference in others lives and acknowledging those who have made a difference in my life. Long-term relationships are something I place great value on. Staying in touch with old friends, mentors, and a professor who made a great difference in my life are important to me.

I have an intellectual curiosity about human consciousness and global economics. From sometime early in my life, and especially since my course work in economics and history at UC Berkeley, I have been an avid reader and lifelong student in these areas that have such a great effect on the world we live in.

I have always been an athlete and lived my life accordingly. My current activities are road cycling, alpine skiing, and swimming. I like being out doors, surrounded by natural beauty, whether in the mountains skiing, riding my bike in the mountains and deserts of east San Diego County, or swimming year-round outdoors. I enjoy sharing these experiences with people I care about.