PO Box 1564 Soquel, CA 95073
About Mark
Mark D. Stevens, CFP®, MSA
Mark's Background:
Mark graduated with a Master in Accountancy from San Jose State University, worked 21 years as a Financial Advisor for Morgan Stanley Wealth Management, was certified as a Certified Financial Planner TM in 2006, and has over 10 years of forensic accounting experience.
Presently Mark gives back to our community and volunteers for Grey Bear in Santa Cruz on Thursday and Friday mornings delivering food bags to homes throughout the Watsonville area.