Mark Perara

Mark Perara

Financial Consultant: Pasadena

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Phone: (866) 292-0846
Fax: (818) 565-2727
E-mail:
 

BUSINESS PHILOSOPHY

As a financial consultant Mark is dedicated to helping his client make informed and educated decisions about their financial future by offering personalized, professional guidance whether they have one investment goal or varied and complex needs.

BACKGROUND

Mark entered the financial services industry after receiving his M.B.A. in Finance from the University of Southern California. With 15 years of professional experience, he takes the time to listen first to understand your needs. Mark's approach toward meeting his client's long term goals demands a thorough anlysis and responsive service.

Next to family and health, Mark believes your money is important because it helps you achieve your life's goals. Mark understands that investing is about taking care of those you value most. He can develop strategies to help you send your children or grandchildren to college, support elderly parents, reduce taxes or effectively transfer wealth; all while still saving for a secure retirement.

PROFESSIONAL QUALIFICATIONS AND REGISTRATIONS

  • FINRA Series 7, 63 and 66
  • CA Life, Accident, & Health Insurance License

PERSONAL LIFE

Mark was born and raised in Los Angeles. During his off time he enjoys spending time with his wife, Tanya, and their daughter, Siena. He is an avid golfer, skier and college football fan.