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Mark Chandik is a President at FDP Wealth Management at FDP Wealth Management. He possess expertise in investments, financial advisory, fixed annuities, 401k, strategic financial planning and 43 more skills.
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PresidentFdp Wealth Management Sep 1983 - PresentOrange County, California AreaMark has over 30 years of wealth management experience. He specializes in working with owners and operators of privately held businesses. Mark graduated from National University in San Diego with a BA in Accounting, Cum Laude. He is a Registered Representative with the Financial Industry Regulatory Authority (“FINRA”), having obtained multiple Series designations administered by that organization. Mark began his career in 1983 with Tax & Financial Group, in Newport Beach, CA, becoming an associate partner in 1995. In 1999, he founded his own wealth management practice focusing on the needs of affluent families, corporate executives, and professionals. Mark has obtained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Pennsylvania, as well as the Accredited Investment Fiduciary (AIF) designation. He is the former president of The National Association of Insurance and Financial Advisors-California (“NAIFA-CA”). Mark resides in Dana Point, CA with his wife Cindy and daughters, Madeline and Caitlin.
Mark Chandik Skills
Mark Chandik Education Details
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Accounting
Frequently Asked Questions about Mark Chandik
What company does Mark Chandik work for?
Mark Chandik works for Fdp Wealth Management
What is Mark Chandik's role at the current company?
Mark Chandik's current role is President at FDP Wealth Management.
What is Mark Chandik's email address?
Mark Chandik's email address is ma****@****pwm.com
What is Mark Chandik's direct phone number?
Mark Chandik's direct phone number is (949) 855*****
What schools did Mark Chandik attend?
Mark Chandik attended National University.
What skills is Mark Chandik known for?
Mark Chandik has skills like Investments, Financial Advisory, Fixed Annuities, 401k, Strategic Financial Planning, Disability Insurance, Insurance, Small Business, Real Estate, Long Term Care, Employee Benefits, Team Building.
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Mark Chandik
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Mark Chandik
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