Mark Stevenson, CFP - First Citizens Wealth

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2770 Sand Hill Rd
Menlo Park, CA 94025
+1 (650) 833-9963
https://foundation.firstcitizens.com

Mark Stevenson is a Private Wealth Advisor based in Menlo Park, CA, affiliated with First Citizens Wealth, a firm with over 125 years of experience in helping clients plan for their financial futures. The team specializes in providing customized financial solutions for individuals and businesses, particularly those involved in the innovation economy, including founders, executives, investors, and entrepreneurs.

First Citizens Wealth emphasizes a consultative approach, beginning with understanding clients' goals and concerns to create personalized financial plans. Their services encompass various areas such as asset allocation, estate planning, investment planning, and retirement planning, ensuring that clients receive tailored strategies and personal attention to meet their unique financial objectives.

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