CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Office Manager for Our Insurance Division

Maggie has a background in the insurance industry. She worked for the City of Anaheim in their collections division for over 11 years. Since 2002, Maggie has been responsible for handling all the insurance paperwork for our firm. Maggie has a background in the insurance industry. She is not an employee or involved with managed money or any securities product or paperwork of our firm, only our insurance products. She worked for the City of Anaheim in their collections division for over 11 years. Since 2002, Maggie has been responsible for handling all the paperwork and everything that happens behind the scenes in the office for Wealth Management Strategies Insurance Division. She always has a smile and loves helping and taking care of our clients.

Job Titles:

• PRESIDENT

Mark Turner has been helping individuals near or in retirement for over 2 decades. He has been in the insurance business since 2000 an Investment Advisory rep since 1999. Mark focuses on... Mark Turner has been helping individuals for over 2 decades. Mark focuses on providing safe growth and advanced income strategies. Working with top estate planning attorneys, he also assists his clients with life insurance and long term care planning to insure leaving a legacy to those they love. He has been in the insurance business since 2000. He has held a series 65 securities license since July of 1999. In April of 2018 he started his own investment advisory firm called Wealth Management Strategies Financial Services LLC.