Mark is a Certified Financial Planner™, a Chartered Financial Consultant, & a Chartered Life Underwriter. He has been an Instructor at UC-Irvine's Personal Financial Planning Division, where he taught the Investments course. He has written a personal finance column for a prominent California magazine, has published several articles about securities, and is a frequent public speaker on topics such as investment strategy, retirement planning, and estate planning. As a non-practicing attorney, Mark is a member of the Trust, Estate & Probate Section of the California Bar. He is also a member of the Estates, Trusts, & Probate Law Section of the DC Bar. Mark is also an Honoree of Who’s Who In The