Mark Sanders, ChFC®, CLU®, MRFC® | Founder & Financial Advisor

 

With a career spanning over four decades, Mark Sanders has dedicated his professional life to serving the greater Sacramento community, helping clients navigate the complexities of financial planning since 1979.

 

A Philosophy Rooted in the American Dream

 

Mark is genuinely enthusiastic about guiding clients through every phase of retirement—from preparation and transition to life throughout retirement itself. He believes the American Dream is realized when you can devote your later years to pursuits you never had time for during your working life. Retirement success is not a matter of chance; it is the result of intentional, carefully executed choices made today.

Mark's focus is on developing comprehensive strategies for lifetime income, healthcare and long-term care planning, and legacy distribution planning. In today's changing retirement landscape, Mark helps clients evaluate options to work towards and build the retirement you've worked so hard for.

 

Professional Credentials & Affiliations:

 

  • Experience: Providing financial planning services since 1979.

  • Affiliation: Senior Representative with the Principal® Financial Network since 2009.

  • Designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Master Registered Financial Consultant (MRFC®).

  • Memberships: NAIFA, Financial Service Professionals (FSP), International Association of Registered Financial Consultants (IARFC).

Beyond the Office:

 

Mark is a devoted family man, sharing his life with his wife Pennie since 1980. They have been blessed with five children and a joyful family of fourteen grandchildren. Mark finds solace in the great outdoors, whether on the golf course, tending to his property, or swimming. His deepest joy is found in time spent with family and friends, especially chasing after his energetic grandchildren. (He also maintains a legendary passion for Thanksgiving and pie.)

 

Ready to work with with a seasoned advisor? Contact Mark today to begin designing your path to retirement confidence.