Mark Moroni

Director

Mark Moroni works closely with client families to design and manage their comprehensive wealth plans including investment strategies, integrated tax and estate planning.

Mark holds an MBA from San Jose State University with a concentration in Finance & Investments, and a BA from San Jose State University. He is appointed as a member of the San Mateo Investment Advisory Committee. He is currently working on achieving his designation as a Certified Financial Planning ( CFP).

Mark lives in Los Angeles. He enjoys art, gardening, skiing, and travelling.