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
  • VA
  • 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

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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