Legacy Investment Services, LLC, a state registered investment advisor serving Rancho Cucamonga, California and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Legacy Investment Services, LLC.

Legacy Investment Services, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Legacy Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through Legacy Financial and Insurance Services, LLC.

Mark Sharifi — Founder of Legacy Investment Services, LLC

Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for 17 years, Mark resides in Rancho Cucamonga with his wife, Lilah, and two children. 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, LLC, 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 strategies to help protect you 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 is the Chairman of 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 65 Securities Licenses as well as a California Life Insurance License.

Rami Tameez — DBA, AAMS®, AWMA®

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.

As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies. Rami’s mission is to educate the public on financial topics and techniques that help reduce taxes, create guaranteed* income streams and offer protection in the volatile marketplace.

Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning.

Rami is very active in the community as well. He is on the board of J & J Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.

*Guarantees based on the claims paying ability of the issuing insurance company.