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Mark Erwin
WEALTH MANAGEMENT AND FINANCIAL PLANNING FOR EXECUTIVES EXPERIENCING A FINANCIAL WIN
Many executives experience significant financial gains when stock options vest, bonuses and severance are awarded, and partnership rights are acquired. Integrating those windfall funds to achieve life goals often requires professional support.

Mark Erwin is a Chartered Financial Consultant and principal of Erwin Financial. He specializes in wealth management and financial planning for many executives and their families. He uses a methodology that aligns an executive’s most closely held values with their financial objectives

“When your values are clear, decisions are easier” -- Roy Disney
  • Accumulation: targeting asset growth
  • Risk management: protecting your assets
  • Taxation: minimizing your tax burden
  • Business planning: growing and manage your business
  • Retirement planning: targeting asset distribution in a tax-advantaged way
  • Estate planning: Preserve your assets
 
Create a comprehensive plan
By exploring each value response in detail, Erwin Financial determines which objectives require immediate attention and which are more long-term. This comprehensive planning forms the backbone for each uniquely independent financial plan produced by Erwin Financial.
Support your financial goals
Erwin Financial simplifies the complexities of an executive’s financial life by focusing on managing wealth systematically for positive long term rewards.
Mark D. Erwin is a Investment Advisor Representative with, and offers securities and advisory services  through: 

Commonwealth Financial Network

Member NASD/SIPC A Registered Investment Advisor
 

EDUCATION & COMMUNITY INVOLVEMENT

University of California at Berkeley, BA Economics
The American College, Chartered Financial Consultant

FOR ADDITIONAL INFORMATION CONTACT:

Mark Erwin
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