Mark Huhn | VP - Sr. Financial Consultant
Mark Huhn, CFP®
VP - Sr. Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
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Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845
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Experience

23 years of professional experience
  • VP - Sr. Financial Consultant, Charles Schwab, 2001-present
  • Financial Consultant, TD Waterhouse, 1998-2001
  • Securities Trader, Jack White & Company, 1995-1998
  • Financial Consultant, Olde Stockbrokers, 1994-1995
  • Loan Officer, Citizens National Mortgage, 1993-1994
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Education

  • Certified Financial Planning Graduate Program, San Diego State University
  • BA, Business Economics, University of California, Santa Barbara
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Community & Professional Affiliations

  • Financial Planning Association, San Diego Chapter
  • University of California Santa Barbara Alumni Association
  • Friends of La Jolla Elementary, La Jolla YMCA Adventure Guides
  • Las Patronas
(0216-CMZL)
Branch Details
7777 Fay Ave,Suite #105
La Jolla,CA 92037-4325
858-551-6315