About
Mark brings his skills as a strong listener with a history of solid relationship building to the team at Wealth Enhancement Group. His attention to detail and problem-solving skills have helped him provide well rounded service to his clients since 1999. His career in the financial services industry has included time with Venture Services Group at Robert Stephens, and banking institutions such as Wachovia, Wells Fargo and US Bancorp. Mark focuses on working with individuals who have $2 million or more in investable assets.
Mark currently resides in Walnut Creek, California with his wife, Tawny and three daughters, Scarlett, Valentina and Gabriella. Mark is a sports enthusiast and enjoys supporting the Bay Area teams (A’s, Warriors and 49er’s) as well as coaching his girls in CYO basketball. He also enjoys traveling with his family.
Education
- BS - Business Administration and Economics, St. Mary's College
Resources from Mark Burns
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation