Mark Mertsoc, Financial Advisor located in Vista, CA

Financial Advisor
Mark J Mertsoc

CFP®
1800 Thibodo Rd, Suite 250, Vista, CA 92081opens in a new window
Accepting New Clients
Serving clients with $250,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Attorneys
  • Employee Stock Options
  • Retirement Savings Strategies
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Tania Garcia Medina
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(760) 599-1000

Fax

(877) 208-0669

Office Address

1800 Thibodo Rd
Suite 250
Vista, CA 92081opens in a new window

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