A few words about us
Financial Advisor Biography
As a fourth generation native of the Imperial Valley, my family upbringing, values, and ethics have taught me that the one constant in any thriving business is the fair and honest treatment of clients. While attaining my Bachelors and Masters degrees in Business Administration from the University of La Verne in 2003, those values were reaffirmed and made part of my professional treatment towards my clients’ financial needs and goals. Since 2003,I have been a financial advisor helping individuals and families work towards achieving their financial goals by providing advice in the areas of retirement, investment, and insurance planning. Through my association with a CPA and Estate Planning Attorney in southern California, I am dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of my clients' lives.
Hard work, honesty and ethical values are the reasons clients seek out my company—that is my commitment to you from Myers Financial Services.
Please contact me for a complimentary review of your retirement plans.
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Mark J. Myers - FA, MBA
CA Lic # OEO4685
ic.#'s 7,6,63, 65
Securities Representative Fully Licensed, Senior Financial Planning Advisor