MARK NUOVO

With over 36 years of distinguished experience in financial services, Mark Nuovo stands as a trusted authority in business succession, wealth management, estate planning, and investment strategy. His career is defined by unwavering integrity, exceptional technical expertise, and a relentless commitment to client success, making him one of the most sought-after advisors in the industry.

Mark’s journey began with a foundation of military discipline and leadership during his 14 years of loyal service, being honorably separated from active duty as a U.S. Navy Lieutenant, where he earned multiple commendations for excellence and innovation. This experience instilled in him a level of precision, accountability, and strategic thinking that continues to shape his approach to wealth advisory today.

Throughout his tenure at leading financial institutions—including Wells Fargo Private Client Services, Salomon Smith Barney/Citigroup, JP Morgan Chase, and Euro Pacific Capital—Mark consistently ranked among the top producers nationwide, earning prestigious awards such as Concord Elite Top Performer, Citicorp Investment Services Elite Advisor, and Salomon Smith Barney Premier Producer. His ability to develop and implement strategies that strengthen and preserve client wealth over time speaks to his mastery of consultative planning and his talent for uncovering opportunities others often overlook.

Mark’s expertise spans a comprehensive range of services:

• Advanced Estate and Business Planning
• Customized Investment Management
• Liquidity Solutions and Capital Markets
• Insurance and Risk Management
• Corporate Retirement and Pension Strategies
• Alternative Investments, Commodities, and Foreign Currencies

Having held 9 professional licenses throughout his career, including securities, insurance, real estate, and commodities, Mark combines deep technical proficiency with a client-first philosophy.

He also holds advanced professional designations, including:

• Certified Exit Planning Advisor (CEPA®)
• Certified Founders Group Associate (CFGA®)
• Chartered Retirement Plans Specialist (CRPS®)
• California Insurance License #0789808

His approach is deeply personal—he listens, educates, and empowers clients to make informed decisions that align with their long-term goals. This dedication has earned him the trust of business owners, executives, and families who value discretion, insight, and results.

Beyond his financial acumen, Mark possesses an entrepreneurial spirit and a reputation for being enthusiastic, personable, and impeccably organized. His ability to build lasting relationships and strategic partnerships with attorneys, CPAs, and industry professionals ensures that his clients receive holistic, best-in-class solutions.

Mark’s academic credentials include a Bachelor of Science in Aerospace Engineering from San Diego State University and MBA-level coursework in advanced estate planning and wealth management at Boston University’s Cannon Financial Institute. This rare combination of analytical rigor and financial expertise positions him as a true innovator in wealth advisory.

Why Clients Choose Mark Nuovo

• Proven Track Record: Successfully managed over $400 million throughout his investment management career for high-net-worth and ultra-high-net-worth clients, growing assets under management 15-20% annually by consistently delivering stability and growth.
• Elite Recognition: Multiple top-performer awards across several major financial institutions, a reflection of his strong professional partnerships and client relationships. This included leading the #1 advisory team in the nation at a well-known national organization with over $3.5B in assets under management and 25 employees.
• Comprehensive Expertise: From traditional investments to complex estate strategies and alternative assets.
• Military Precision: Strategic, disciplined, and results-driven approach to every client engagement.
• Unmatched Dedication: A reputation for going above and beyond to protect and grow client wealth.

Mark is more than a wealth advisor—he is a guardian of financial legacies, a strategic partner for success, and a trusted guide in an ever-changing economic landscape. For those seeking confidence, clarity, and exceptional results, he is the advisor everyone wants on their side.

Mark resides in Irvine, California. His community involvement includes being a long-time supporter and volunteer for the National Head Injury Foundation and March of Dimes. His passions include anything that has an engine in it. He is married to his best friend, Lisa. They have two beautiful French bulldogs, Lola and Milo.

With over 36 years of distinguished experience in financial services, Mark Nuovo stands as a trusted authority in business succession, wealth management, estate planning, and investment strategy. His career is defined by unwavering integrity, exceptional technical expertise, and a relentless commitment to client success, making him one of the most sought-after advisors in the industry.

Mark’s journey began with a foundation of military discipline and leadership during his 14 years of loyal service, being honorably separated from active duty as a U.S. Navy Lieutenant, where he earned multiple commendations for excellence and innovation. This experience instilled in him a level of precision, accountability, and strategic thinking that continues to shape his approach to wealth advisory today.

Throughout his tenure at leading financial institutions—including Wells Fargo Private Client Services, Salomon Smith Barney/Citigroup, JP Morgan Chase, and Euro Pacific Capital—Mark consistently ranked among the top producers nationwide, earning prestigious awards such as Concord Elite Top Performer, Citicorp Investment Services Elite Advisor, and Salomon Smith Barney Premier Producer. His ability to develop and implement strategies that strengthen and preserve client wealth over time speaks to his mastery of consultative planning and his talent for uncovering opportunities others often overlook.

Mark’s expertise spans a comprehensive range of services:

• Advanced Estate and Business Planning
• Customized Investment Management
• Liquidity Solutions and Capital Markets
• Insurance and Risk Management
• Corporate Retirement and Pension Strategies
• Alternative Investments, Commodities, and Foreign Currencies

Having held 9 professional licenses throughout his career, including securities, insurance, real estate, and commodities, Mark combines deep technical proficiency with a client-first philosophy.

He also holds advanced professional designations, including:

• Certified Exit Planning Advisor (CEPA®)
• Certified Founders Group Associate (CFGA®)
• Chartered Retirement Plans Specialist (CRPS®)
• California Insurance License #0789808

His approach is deeply personal—he listens, educates, and empowers clients to make informed decisions that align with their long-term goals. This dedication has earned him the trust of business owners, executives, and families who value discretion, insight, and results.

Beyond his financial acumen, Mark possesses an entrepreneurial spirit and a reputation for being enthusiastic, personable, and impeccably organized. His ability to build lasting relationships and strategic partnerships with attorneys, CPAs, and industry professionals ensures that his clients receive holistic, best-in-class solutions.

Mark’s academic credentials include a Bachelor of Science in Aerospace Engineering from San Diego State University and MBA-level coursework in advanced estate planning and wealth management at Boston University’s Cannon Financial Institute. This rare combination of analytical rigor and financial expertise positions him as a true innovator in wealth advisory.

Why Clients Choose Mark Nuovo

• Proven Track Record: Successfully managed over $400 million throughout his investment management career for high-net-worth and ultra-high-net-worth clients, growing assets under management 15-20% annually by consistently delivering stability and growth.
• Elite Recognition: Multiple top-performer awards across several major financial institutions, a reflection of his strong professional partnerships and client relationships. This included leading the #1 advisory team in the nation at a well-known national organization with over $3.5B in assets under management and 25 employees.
• Comprehensive Expertise: From traditional investments to complex estate strategies and alternative assets.
• Military Precision: Strategic, disciplined, and results-driven approach to every client engagement.
• Unmatched Dedication: A reputation for going above and beyond to protect and grow client wealth.

Mark is more than a wealth advisor—he is a guardian of financial legacies, a strategic partner for success, and a trusted guide in an ever-changing economic landscape. For those seeking confidence, clarity, and exceptional results, he is the advisor everyone wants on their side.

Mark resides in Irvine, California. His community involvement includes being a long-time supporter and volunteer for the National Head Injury Foundation and March of Dimes. His passions include anything that has an engine in it. He is married to his best friend, Lisa. They have two beautiful French bulldogs, Lola and Milo.