Mark Miller is a wealth management financial advisor based in San Ramon, CA.
Mark joined CAPTRUST in 2019 from Watermark Asset Management, where he served as president and co-founder. Based out of San Ramon, California, he is a principal and financial advisor.
Mark is charged with providing comprehensive wealth management to high-net-worth entrepreneurs, individuals, and families, with an emphasis on real estate, insurance, investment allocation, and retirement planning.
He is committed to serving all clients with wisdom, integrity, and experience and strives to create an environment where investors can relax into a genuine relationship of trust. Clients appreciate his authentic, easy nature and gift for insight.
Mark earned a Bachelor of Arts degree from Stanford University and a Master of Science degree from the College of Financial Planning.
- Bachelor of Arts degree from Stanford University
- Master of Science degree from the College of Financial Planning