Mark Goldsmith is a Senior Financial Advisor at SEIA, with decades of experience in insurance, investment planning, and wealth management. He works directly with clients to help them pursue their overall planning goals, employing a team-based approach to integrate wealth management, asset protection, estate planning, and tax strategies.
Mark conducts ongoing research and analysis of financial products and portfolio strategies to help optimize clients’ wealth management plans. Drawing on experience across both insurance and securities industries, this knowledge supports the design of tailored solutions that align with each client’s individual goals.
Mark earned a Bachelor of Science degree from the University of Southern California and holds FINRA Series 6, 7, 24, 27, and 63 licenses, as well as a California Insurance License (#0732828).