Mark Starr AAMS®

Personal CFO, Wealth Advisor

Mark joined the financial services industry in 2012, after ten years as a mortgage broker.  Mark is an Investment Advisor Representative with WCG Wealth Advisors, LLC who holds the Accredited Asset Management Specialist℠ or AAMS® designation he earned through the College for Financial Planning.  He also holds his series 66 license through the Wealth Consulting Group and also holds various insurance licenses.  Mark enjoys working with successful business owners and professionals, who among other things aspire to a work-optional lifestyle. Helping his client’s transition from success to significance is Mark’s ultimate goal.

As a Northern California native, Mark earned his bachelor’s degree in Business & Human Resource Management from Simpson University.  Mark has been an active volunteer and board member for many organizations, including Kiwanis, the YMCA, and the Chamber of Commerce.  His hobbies include golfing, mountain biking, and spending time with his wife and four children.

Mark Starr is solely an investment advisor representative of WCG Wealth Advisors, LLC. and not affiliated with LPL Financial.

The financial consultants at the Wealth Consulting Group are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered
through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC, and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of
WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.