Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 17 years, Mark resides in Rancho Cucamonga with his family. 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'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.
Services
Michael Binger, CFA, serves as the senior portfolio manager for Gradient Investments, LLC. Michael brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors, designing and actively managing portfolios.
Before your first meeting with me, I wanted to share some thoughts with you. These are my beliefs and it's important for you to know a little bit of who I am as a Financial Advisor. Every day I see the modern consumer wanting quality and value, they want to be engaged, asking tough questions and demanding accountability.
Mark serves on the board of T.O.U.C.H Ministries - a non-profit organization in the heart of the Inland Empire - providing meals, clothes and shelter to the homeless. J & J Smiles Foundation is a non-profit organization dedicated to aiding children battling cancer and various terminal illnesses.
Gradient Gives Back Community Outreach Program invites Americans who have fallen on hard times and are struggling to recover from one of the most challenging economic environments in history, to apply now for an opportunity to be awarded.One deserving family will be selected to receive six months of mortgage or lease payments!
Gradient Gives Back Community Outreach Program invites Americans who have fallen on hard times and are struggling to recover from one of the most challenging economic environments in history, to apply now for an opportunity to be awarded.One deserving family will be selected to receive six months of mortgage or lease payments!
Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients' wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients' financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
At Legacy Investment Services, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon and income needs.
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