Mark Grisedale was raised on his father’s cattle ranch in the mountains outside of Bakersfield, California. After attending Cal Poly in San Luis Obispo, Mark went on to graduate from veterinary school at University of California, Davis. After earning his Doctorate in Veterinary Medicine in 1989, Mark practiced equine medicine for eight years. 

Shortly after the birth of his children, Mark realized that he wanted to spend more time with his family than his schedule as a veterinarian would allow. After nearly a decade, Mark left the veterinary world behind and went back to night school, launching his full-time career as a financial planner in 1997. 

Currently based in Morgan Hill, California, Mark’s career in the business of financial advice has spanned nearly two and a half decades. 

Mark’s primary focus is on meeting the unique needs of his clients. He is entirely dedicated to to earning his clients’ trust by breaking down complex investment strategies into easily-accessible ideas — in other words, Mark’s job is to make managing your finances easy to understand. 

By combining his years of experience with a personalized approach, Mark utilizes evolving strategies to adapt to both the changing needs of his client and the fluctuations of financial markets. 

In every instance, Mark approaches his role as a position of partnership with his clients. Together, they map out a strategy on how to pursue their financial goals. 

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