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.


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
  • KY
  • MD
  • NV
  • OR
  • SD
  • TX
  • WA


  • 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

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager