Mark currently serves US military service members throughout the Pacific Northwest as a Personal Financial Counselor. He also teaches graduate courses as an adjunct professor at Golden Gate University (GGU) in San Francisco and at International Technological University (ITU) in San Jose. He teaches finance courses in corporate financial management, global entrepreneurship & innovation, working capital (treasury), and personal financial planning. Prior to starting WFC, Mark worked at UBS Wealth Management as a Financial Advisor, and at New York Life as an Agent. Before becoming a financial advisor and adjunct professor, he worked at Ernst & Young as a Consulting Manager implementing world-class global financial information systems for leading global businesses. Earlier in his career he served as a Corporate and Division Controller for several multinational high-tech, manufacturing companies. He started his career as a CPA and Audit Manager in Oakland, CA and London, England working for KPMG Peat Marwick.
Mark has two masters degrees: One in financial planning from Golden Gate University, and an MBA from California State University. He received his Bachelor's of Science degree in accounting and finance from the University of California, Berkeley, CA.
CERTIFICATIONS & LICENSES:
Certified Financial Planner, CFP®
Chartered Life Underwriter, CLU®
Certified Public Accountant, CPA, State of California
Project Management Professional, PMP, Project Management Institute
Life & Health Agent, State of California, (Cal lic # 0F59176)
Series 65 securities license, State of California
Walsh Financial Consulting is a registered investment advisor (RIA).
We may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements.
The purpose of this web site is for distribution of information on our products and services. Any communications with prospective clients residing in states or international jurisdictions where Walsh Financial Consulting and its affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Additional state registrations can be added upon request.
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