Financial Advisor and Tax Consultant
949-226-8996
A Financial Services Firm
My name is Mark Dobrilovic, I am a financial advisor and wealth manager with almost 20 years of investing and Wealth Management experience. I am unique in the industry because I have also spent the last 13 of those years as a tax accountant I have personally prepared over 10,000 tax returns while developing and implementing advanced tax and financial strategies for my clients to grow, manage, and shelter their assets.
After 13 years with the accounting practice I had a health scare, and unfortunately found myself leaving the accounting firm I spent the previous 13 years building. My mission now is to leverage all of that first hand experience to help my clients and my professional partners all reach their business, income and planning goals.
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A Comprehensive Approach
I take a holistic approach to financial planning, taking into account your individual financial situation, risk tolerance, tax needs and investing goals. I do this by asking questions to make sure I understand your needs and goals and then work with your professional network to make sure it is implemented efficiently. My team of experts will work closely with you to create a personalized financial plan that is tailored to your unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, I am here to help you address the issues and concerns you have and those you may not have identified yet.
Distinct Services
Providing 2 distinct services.
1) Directly working with my wealth management and financial planning clients.
2) Providing full wealth management and tax planning support to my professional partners including Tax Professionals, Attorneys and Business owners
Contact us today to schedule a consultation and find out how we can help you and your clients achieve your goals.
25108 Marguerite Parkway, A330
Mission Viejo, CA 92692
949-226-8996