Who We Are

Mark W. Robertson, CFP®

Mr. Robertson is the founding member and President of Maxim Capital Advisors Inc. A Registered Investment Advisory Firm located in Irvine, CA. In addition to his management duties, he serves as Portfolio Manager and head of financial planning for the firm. Mr. Robertson has over 25 years of experience in investments, portfolio-management, banking and insurance. Mr. Robertson earned the Certified Financial Planner, CFP®designation awarded by the Certified Financial Planner Board of Standards Inc. Mr. Robertson is a member in good standing with The Financial Planning Association and is a member of the Orange County Chapter. Mr. Robertson currently holds active Series 7, Series 63 and Series 65 securities registrations. He also holds active life & disability insurance licenses. He received his Bachelor’s degree from Cal State University Long Beach in 1985. He resides in Costa Mesa, CA with his wife Patricia and daughter, Isabella.

 


Patricia P. Robertson

Vice President of Investments

Patricia joined Maxim Capital Advisors, Inc. in 2010 bringing her client friendly, high level of service approach along with a fiduciary mind set to assist in investment management, brokerage and insurance services.

During her career, Patricia found that open communication with her clients and their families is what builds long-term relationships. Proper research and taking the time to educate is also paramount so that clients are able to have a clear understanding of their options. This gives clients the knowledge and control to make appropriate choices. Assisting clients along the right path and finding what they are truly looking for is Patricia’s passion.

Patricia’s prior affiliation with the Northern Trust Company and Bank of America’s Private Bank Brokerage Group has helped her gain expertise and knowledge to help her clients with their short and long-term investment management, education funding, tax advantaged strategies and retirement planning needs. Patricia has extensive knowledge of fixed-income offerings, equities, portfolio design and lifetime income solutions.

Patricia has been working in the securities industry since 1997 and banking industry since 1990. She holds an active Series 7 and Series 66 securities registrations. She is also licensed with the state of California Department of Insurance as a Life Agent.

A southern California native, Patricia has a B.S. in Business Management from Pepperdine University. Patricia enjoys the outdoors, biking, power walks, playing with her daughter, cooking and enjoying a nice glass of wine with her husband and friends. She, her husband and daughter reside in Costa Mesa, CA.

Patricia is not registered with Maxim Capital Advisors.

 

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Contact Info

Call Us: 866-956-2946 or 949-752-0993
Email: info@maximcapitaladvisors.com

9160 Irvine Center Drive, Suite 201
Irvine, CA 92618

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