People

Mark Schulten

Mark Schulten

Formal First Name
Mark
Location

Mark Schulten, (CFP®), has been assisting high net worth investors for over 35 years. Widely recognized for his expertise, Mark has received many accolades, including being ranked as one of Barron’s Top 100 Financial Advisors in the country and #1 in Southern California from 2009 to 2019. His clients base include retail, high net worth, ultra high net worth, foundations, and institutions. He is also active in the community through his active participation in growing CureArthritis.org, which funds developmental arthritis research. He also serves as a trustee for the Earl B. and Loraine H. Miller Foundation.

Professional Experience