Mark Masliah
Wealth Management Advisor|CFP®, ChFC®, QPFC, CLTC®
Get to know my dedicated team
Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.
Julius Vergara
Investment Operations Coordinator
Julius Vergara ensures smooth investment client onboarding and manages account maintenance, transactions, and openings for Mark Masliah. His extensive experience grants him the financial expertise to navigate investment processes and provide seamless client service.

Carlos Arroyo
Client Service Specialist
Carlos Arroyo is the insurance liaison for Mark Masliah, streamlining the application process for our clients from start to finish. He brings his deep industry expertise gained from years of experience to navigate underwriting and effectively manage client cases.

Elizabeth Gilbert
Marketing and Communications
Elizabeth provides support with several marketing initiatives, including event planning and execution, trade association research, community partnership and sponsorship outreach, training, and assistance with securing targeted speaking engagements and media relations opportunities. Elizabeth is a graduate of Pepperdine University, where she earned her B.A. Communications.