Clients Corner
National Ethics Bureau Million Dollar Round Table

Legacy Investment Services, LLC
Mark Sharifi

Mark Sharifi, Founder - Legacy Investment Services


Mark Sharifi is a recognized speaker, financial advisor and educator. A financial services veteran of over a decade, Mark resides in Rancho Cucamonga with his wife, Laila, and two children, where he has helped hundreds of valued clients secure financial stability and increased clarity. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.

Mark's firm - Legacy Investment Services - is a financial planning firm with a focus on helping individuals and families effectively prepare for retirement. A strong emphasis of the firm is educating the general public on financial planning techniques that can be used to generate retirement income, reduce taxes on retirement accounts, and offer protection from market instability.

Mark is also the Founder and President of the J & J Smiles Foundation - a non-profit organization dedicated to aiding children battling cancer and various terminal illnesses. Mark also serves on the board of T.O.U.C.H Ministries - a non-profit organization in the heart of the Inland Empire - providing meals and shelter to the homeless. Mark is an active, approved member of the National Ethics Bureau and Million Dollar Round Table, and he currently hosts events at local venues.

Mark has earned a Bachelor's Degree from Dickinson College in Carlisle, Pennsylvania, a Masters Degree from National University, and is currently pursuing his Doctorate Degree. He maintains Series 6, 63, & 65 Securities Licenses as well as a California Life Insurance License.


 

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