Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Mark Shepherd

Senior Vice President–Wealth Management

Financial Advisor

I began my career in 1997 during one of the markets more expansive periods and since that time have experienced just about every type of market imaginable. Through it all I have helped my clients steer a steady course toward realizing their investment goals.

CA Insurance Lic # 0C02881

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • KY
  • MD
  • NV
  • OR
  • SD
  • TX
  • WA

Education

  • Bachelor's Degree in Business, Fresno Pacific University
Fig Garden Financial Center
5200 N Palm - Suite 101
Fresno, CA 93704
  • (559) 248-4015

Email Me

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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