Wealth Advisor / FINOP

As one of Select Portfolio Management Inc.’s Senior Advisors, Mark works directly with clients to help them achieve their overall planning goals. Mark understands that effective implementation of a wealth management plan requires a solid understanding of the planning process. He feels that using the team approach to wealth management is vital to achieving the best possible results for a client.

Mark continually researches and analyzes for the best-in-class product and strategic designs that will help optimize a client’s wealth management plan. Mark uses his broad and advanced experience in both the insurance and securities industries to provide members of the firm with product knowledge and advanced case design.

Mark combines his expertise in wealth management, with the CPA(s) and Attorney(s) on the team in order to integrate some of the more sophisticated strategies in investment planning, asset protection, estate planning, and tax management. He then guides his clients and makes necessary adjustments to reflect on-going changes in the client’s personal and professional life.

Professional Experience

Mark Goldsmith is an Advisor for Select Portfolio Management, Inc. and is a member of the firm’s investment committee. He is also Vice President and the Financial Operations Principal (FINOP) of Securities Equity Group, Registered Broker-Dealer, member FINRA and SIPC. Mark is also a Registered Representative and Registered Principal for the firm (Series 24, 27, 7, 6, and 63).

Mark has been practicing in the areas of insurance and investment planning for over 35 years. He conducts introductory and investment advisory meetings with prospective and existing clients, as well as analyzing the individual financial portfolios of the firm’s clientele.

Previously, from May 1997 through April 2000, Mark was a Registered Principal and Registered Representative of Securities Service Network, LLC. From November 1994 through April 1997, he was a Registered Principal and Registered Representative of Securities America, Inc. Mark was a representative of Amaradio Insurance Agency, Inc. from November 1992 through February 1996.

Securities offered through Securities Equity Group | Registered Broker-Dealer
Member FINRA & SIPC

Education

¢ BS - University of Southern California, Los Angeles, California

¢ CA Insurance License #0732828

Contact Mark at:

¢ 120 Vantis Drive. – Suite 440, Aliso Viejo, CA, 92656

¢ TEL: (949) 975-7900 / (800) 445-9822

¢ FAX: (949) 900-8181

¢ EMAIL: mark.goldsmith@selectportfolio.com