MARK TOIASENIOR PARTNER
Mark's extensive experience in the financial services field, including five years as a regional manager with Equitable Advisors, combined with the empathy gained through many other leadership positions held in the past, has given him many unique perspectives to help clients develop common sense solutions for their financial needs. No matter where you fall on the financial spectrum, Mark has the ability to work with you to improve your circumstance, provide meaningful guidance and develop an achievable action plan.
Mark's graduation from the Royal Australian Air Force Academy in 1983, with a University of Sydney Bachelor of Aeronautical Engineering, was the precursor to his highly successful and decorated career as a military officer. Selection as Australia's representative to complete a Masters of Strategic Studies at the USAF Air War College in Montgomery, AL, in 1999 resulted in marriage to his wife, Theresa, and immigration to the USA in 2001. Mark joined Equitable Advisors in 2002 in Los Angeles, CA, moved to Herndon, VA in 2003 and became a US citizen in 2005. Mark's credentials include: Life Health & Annuities licenses, FINRA Series 7 and Series 66 licenses, a Wharton Business School Retirement Planning Specialist credential and a founding Partner of Licentia Financial.
CA Insurance License # 0D65938.