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
  • IL
  • KY
  • MD
  • NC
  • 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

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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