Mark Huffman is a wealth management financial advisor based in Sacramento, CA.
Mark joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where he was a financial advisor.
At CAPTRUST, Mark specializes in retirement, financial, and estate planning. He understands that wealth management can be a puzzle, and he works hard to recognize what every client is trying to accomplish, ensuring all the pieces are in the right place to fit together.
Before joining Genovese Burford & Brothers, Mark was an attorney at Woodman & Eaton law firm. He assisted families and business owners with their estate planning, estate administration, and trust administration needs. Mark’s legal background proves especially useful in navigating the ever-evolving regulatory landscape within the financial services industry. He holds a Bachelor of Arts degree in history from Williams College and a Juris Doctor degree from Washington & Lee.
When Mark is not helping a client, he enjoys spending time with his wife and their two children. He also likes to write—both fiction and non-fiction—and appreciates a round of golf whenever possible.
- Juris Doctor degree from Washington & Lee University School of Law
- Bachelor of Arts degree in history from Williams College
- CERTIFIED FINANCIAL PLANNER™
- Member, Sacramento Estate Planning Council