Mark J. Menne

Investment Advisor Representative

With the heart of a teacher, Mark Menne empowers his clients by educating them about the full range of investment options available, so they can make informed financial decisions. This provides them with increased peace of mind. He helps people learn and grow in an area they may be uncomfortable or unfamiliar with, and enjoys seeing their confidence develop.

In the financial services industry since 2005, Mark’s approach when working with clients is taking the time to listen to their respective stories. Learning their life goals, and finding out what concerns them about their finances is paramount. This allows him to create a financial plan unique to each client.

“I focus on getting to know people to find out what's important to them, 
and then help them plan to preserve and protect those things. In such a
digitally-driven world, it's refreshing to have a genuine connection.”

Mark also has a commitment to continuing education in the financial and investment fields. This allows him to offer clients the most up-to-date investment advice available. This helps create a basis for the recommendations, and instills confidence the proposed plans are right for them.

One of his greatest strengths is his reliable follow through. Whether it's returning phone calls or sending a follow-up item, Mark consistently comes through with deliverables. When new clients convey this has been challenging with previous advisors, he finds it surprising, given how much importance he places on honoring commitments. Always putting his client’s best interest first, Mark Menne is a trustworthy and honest financial professional.

In his spare time, Mark enjoys playing basketball and golf, and spending time with his family. He's also an avid Lakers and Dodgers fan. Mark resides in Simi Valley, California with his wife, Heather, and their two children.

Licenses and Accreditations:

  • Bachelor of Science in Business Administration with honors from Cal Poly, San Luis Obispo

  • Life, Heath, and Variable Contracts Insurance Licensed

  • Series 6 (Investment Company Products/Variable Contracts Representative)

  • Series 7 (General Securities Representative)

  • Series 63 (Uniform Securities Agent State Law Exam)

  • Series 65 (Uniform Investment Advisor Law Exam)