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 39 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.
