Investment Advisory Representative
Mark Tsujimoto was born and raised in Torrance, CA. After graduating college in the fall of 1995, he established his own practice of financial planning clients, after being introduced to the industry by his father Stuart Tsujimoto. Since 2005, Mark has been assisting Stuart with his clients as well. The Tsujimoto family has operated one of the largest and most experienced financial planning offices in the South Bay of Los Angeles since 1968.
Specializing in retirement and estate planning services, many of Mark’s clients are either retired or preparing for retirement. As a result of this, he can be of benefit to those who are preparing for retirement or are concerned about maintaining their current standard of living in retirement. In addition, as his client’s age, they have concerns about how their assets will be transferred to the people and causes they care about.
Mark has spoken and provided consultations for: CalPERS (California Public Retirement System), Torrance Memorial Hospital, California State University Long Beach, the Chamber of Commerce and various other organizations. He has also been associated with the Financial Planning Association, the Financial Services Institute and the Foundation for Financial Planning.
Also active in the community, Mark formerly served on the Board of Directors for the South Bay Estate Planning Council and the Professional Advisory Council for the Torrance Memorial Healthcare Foundation. In addition, he has chaired various benevolence outreach programs in the Los Angeles area and serves on the financial advisory committee for his church.
Mark holds FINRA series 6, 7, 63 and 66 securities registration, as well as CA Insurance License No. 0B99371