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portrait of Mark J Lavan
FINANCIAL ADVISOR

Mark J Lavan

CFP®
18 E Blithedale Ave Suite 15, Mill Valley, CA 94941opens in a new window
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About Mark

My career with Edward Jones began in 2001, opening this office in Mill Valley, CA. I became a limited partner with the firm in 2010.

My undergraduate work was completed at Albany State University, and I graduated in 1979 with a bachelor's degree in marketing and management. I earned an MBA in 1981 from California Polytechnic University at San Luis Obispo. In addition, I received the CFP® certification in 2006 from the College for Financial Planning (Denver).

The Certified Financial Planner Board of Standards Inc, awards CFP® certification to individuals who meet the Board's requirements for professionalism in financial services. To gain...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Cal Poly-SLOMaster of Business Admin
  • SUNY Albany(State Univ of NY)Bachelor of Science

Personal Interests

  • Personal Fitness
  • Outdoor Enthusiast
  • Hiking
  • Traveling

Team Members

  • Kamalei Clifton
    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

(415) 383-6363

Fax

(866) 462-7266

Office Address

18 E Blithedale Ave Suite 15
Mill Valley, CA 94941opens in a new window

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