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portrait of Mark Denali
FINANCIAL ADVISOR

Mark Denali

CEPA®
27042 Towne Centre Dr Ste 205, Foothill Ranch, CA 92610opens in a new window
CallSend Me a Message

About Mark

The first thing I discover with my clients is what’s most important to them.

Are you retired and want to feel confident your money will last? Are you a business owner, professional athlete or a beneficiary that recently came into life-changing wealth and want to be responsible with the money? Do you have employee stock options? Are you a business owner paying more that you would like in taxes? Are you working hard to build your wealth?

These are some of the reasons that clients choose to work with us, and there is no obligation to see if we are a...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of California-IrvineMaster of Business Admin
  • San Diego State UnivBachelor of Science

Personal Interests

  • Golfing
  • Music
  • Snowboarding
  • Auto Racing
  • Movies & Entertainment

Team Members

  • Darlene Staker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(949) 597-2167

Fax

(877) 497-8753

Office Address

27042 Towne Centre Dr Ste 205
Foothill Ranch, CA 92610opens in a new window

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