Your Trusted Partner in Comprehensive Financial Information

Mark Cobb is a well-known financial educator in Temecula, CA. His retirement seminars have been widely attended by retirees and pre-retirees from all over the United States. Mark has developed a specialty in working with teachers, university employees, and federal workers and those who want to protect their principal and insure that they get the most from their pensions.

His practice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Mark's advisory philosophy is built on a foundation of trust and customized care. He works closely with his clients to navigate the complexities of retirement planning, social security optimization, and long-term care planning. His holistic approach ensures that his client's portfolios are structured to provide stable, lifelong income streams, mitigating the risks of market volatility and inflation. Mark has helped people cut their taxes by as much as 50%, avoid taxes on social security, avoid estate taxes, and protect their assets.

Mark and his wife Christine have four children and four grandchildren, and live in the Temecula area.