Mark E. Copeland, CFP® is a Senior Partner in Signature Estate & Investment Advisors, LLC’s (SEIA) Irvine office. He is one of SEIA’s four founding partners who have shared over a decade of teamwork together.
Mr. Copeland received his Bachelors of Science (BS) degree in Business/Economics from the University of California, Los Angeles (UCLA) in 1988. He is a Certified Financial Planner (CFP®) certificant from the Certified Financial Planner Board of Standards, Inc. He completed the CFP® professional education program through the College of Financial Planning in 1993.
Since 1987 Mr. Copeland has been in the securities and insurance business. Currently he is a Registered Representative of Signator Investors, Inc. Irvine branch. He is also a licensed insurance agent of John Hancock Life Insurance Company (California Insurance License No. 0750414) and a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). His current memberships include the International Board of Certified Financial Planners, and National Association of Insurance & Financial Advisors.
Mr. Copeland’s emphasis is Investment Planning and Wealth Management with affluent individuals, athletes and corporations. Mr. Copeland is a frequent guest speaker for local companies on the subjects of Asset Management, Retirement Plan Distribution Methods and Estate Preservation.
Mr. Copeland, born 1965, currently resides in Orange County, California with his wife, three sons, Jared, Tyler, and Casey, and his daughter, Courtney |