Mark A Townsend, ChFC & CLU
40 years of experience advising individuals, families and business owners on comprehensive wealth strategies.
Chartered Financial Consultant designation from The American College in 1998.
Chartered Life Underwriter designation from The American College, also in 1998.
Extensive experience in multi-family office services, complex planning, and advisor coordination.
Strong fiduciary mindset with a focus on transparency, risk management and long term wealth accumulation.
11 FINRA series licenses reflecting broad regulatory and investment knowledge.
Licensed Life Insurance Agent with advanced risk and insurance planning capabilities.
California Real Estate Broker License since 1982, supporting real estate related wealth and investment strategies, and multi-state tax planning.
Member of the Society of Financial Service Professionals.
Leslie Helene Townsend
CPA with Hills, Renaut, Homen & Hughes since 1982 and partner since 1992.
Extensive experience in all phases of accounting, auditing and taxation, specializing in working closely with large and small businesses and their owners.
A devoted professional for many companies providing Audits, Reviews and Compilations.
Member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
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