Mark Warren

A devoted family man, Mark Warren has been married to his best friend Margy for over 35 years. They have two adult children that are now (happily) off the payroll. Mark has long loved water sports, especially surfing and has traveled to many off-the-grid spots to enjoy the creations God has set before us.

A sought-after corporate industry speaker and trainer, he serves as a Managing Director at one of the oldest investment companies in America. Mark joined his firm in 1990 and possesses more than 30 years of investor experience in the financial services industry. His Power Brand program helps advisors run competitive, growing practices by leveraging personal branding and persuasion to enhance selling skills.

Prior to his professional success, Mark earned both a Master of Business Administration degree in marketing and a bachelor’s degree from the University of San Diego. For the last three decades he has enabled his clients to retire with dignity, educate their children, and bequeath legacies, if so desired. Mark has also mentored young men at the high school level as a lacrosse coach and prepared young minds for college and internships after graduation.