Mark Pietrofesa- Financial Advisor San Mateo, CA

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About Mark Pietrofesa

Our mission is to be the single resource for comprehensive financial advice and wealth management for successful executives, business owners and affluent individuals by completely serving their unique financial needs. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors on their own. Every client benefits from the advice of both partners and a dedicated service specialist.

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General Information

Firm Start Year

1998

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BS Business - Finance

University of Minnesota
09/10/1986 -11/10/1988

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Mark Pietrofesa

Summit Financial Advisors, LLC