Walnut Creek - N California Blvd

Mark Bates

CFP®, CPWA®

Principal, Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Mark Bates
Mark Bates

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPWA® – Certified Private Wealth Advisor®

About Mark

Mark has worked in the financial industry for nearly two decades, and his knowledge spans across areas such as public and private investments, equity compensation, tax strategy, and estate planning.

Before joining Focus Partners Wealth, Mark held roles at a boutique multi-family office, two major banks, and on the trading floor of the Chicago Mercantile Exchange.

Education and Professional Milestones

  • University of St. Thomas, St. Paul, Minnesota – bachelor’s degree in economics