3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2019
- 925.648.4730
-
2010 Crow Canyon Pl.
Suite 210
San Ramon, CA 94583
Mark Miller
Principal,
Financial Advisor
- Danville, CA
- Casablanca
- My wife Barbara
- John 15:5
- Wisdom, integrity, patience, and kindness
Financial Advisors
Mark is a wealth management advisor who works out of the San Ramon, California, office.
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, 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.
Education
- Bachelor of Arts degree from Stanford University
- Master of Science degree from the College of Financial Planning
News & Resources
Resources
Resources
4 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
1 year ago
CAPTRUST Continues Strategic Growth with Addition of Two Advisory Firms
CAPTRUST today announced the addition of two advisory firms—deals that...