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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Fausto

Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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