Mark has experience in both Traditional Finance (TradFi) and Decentralized Finance (DeFi), helping retirees and pre-retirees navigate a changing world. He blends time-tested strategies with modern tools to preserve assets and promote financial independence. Mark followed in the footsteps of his father, a respected advisor since the 1960s, and holds the FINRA Series 65 license. He lives in Southern California with his wife, two kids, and their beloved dog, Jardani.