First Citizens Bank

4 Wealth Associates in Menlo Park

Mark Stevenson Locations

  • Mark Stevenson
    Private Wealth Advisor
    Mobile Phone
    phone
    (650) 833-9963
    (650) 833-9963
    2770 Sand Hill Road
    Menlo Park, CA 94025
    US
    Contact Me
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Business Succession Planning
    Estate Planning
    Education
    Bachelors Degree - University of Oregon, MBA - University of Washington
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Jeffrey Becker
    Private Wealth Advisor
    Mobile Phone
    phone
    (408) 219-8022
    (408) 219-8022
    2770 Sand Hill Road
    Menlo Park, CA 94025
    US
    Contact Me
    Areas Served
    San Francisco Bay Area
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    Bachelor’s degree in finance from Santa Clara University.
    Licenses & Registrations
    N/A, Series 65 waived due to CFA designation Chartered Financial Analyst (CFA®)
  • Pablo Serna
    Private Wealth Advisor
    Mobile Phone
    phone
    (415) 595-4930
    (415) 595-4930
    2770 Sand Hill Road
    Menlo Park, CA 94025
    US
    Contact Me
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Estate Planning
    Investment Planning
    Education
    Bachelor of Science in Physical Education from San Jose State University.
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Ryan Ficks
    Private Wealth Advisor
    Mobile Phone
    phone
    (310) 985-2653
    (310) 985-2653
    2770 Sand Hill Road
    Menlo Park, CA 94025
    US
    Contact Me
    Areas Served
    Northern California
    Focus Areas
    Asset Allocation
    Investment Planning
    Education
    B.S. in Advertising from Northern Arizona University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm
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