Mark Wilson (APA, CFP®)

Mark Wilson focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Mark is one of only six people in the nation that has both the Certified Financial Planner® and Accredited Pension Administrator (APA) designations.

Before entering the world of financial planning. Mark was a qualified plan administrator for Executive Benefits, Inc. At the same time, he served as the head software engineer with WINC Enterprises providing software for retirement plan administrators across the country. Mark was recently elected to be one of the seven members of the Certified Financial Planner's® Board of Examiners. Besides being responsible for the CFP® Certification Examination, the Board of Examiners is also responsible for registration of college and university programs, continuing education, and other education-related activities. Mark is an active member of the Financial Planners Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the National Institute of Pension Administrators (NIPA). For over 6 years, Mark taught Retirement Planning and Employment Benefits as a staff instructor at the University of California, Irvine. Mark has a Bachelor of Science degree in Information and Computer Sciences from the University of California, Irvine.

NAPFA Start Date

September 21, 2000


This Office

100 Spectrum Center Dr Ste 900 Irvine, CA 92618-4974 Phone: (949) 441-4410 Fax: (949) 441-4410