With 30 years of experience, Tina Ma offers personal service in designing and maintaining individualized investment portfolios for her clients ranging from those saving for the long term to retirees needing income now.
Starting out in 1986 with Dean Witter (later to become Morgan Stanley) in San Francisco, she transferred to the San Mateo office advancing to Associate Vice President of Investments and Assistant Branch Manager.
While continuing to serve clients, she went back to school and earned an MBA through the University of San Francisco Executive MBA program. Her Bachelors degree is from the University of California at Berkeley.
Tina then moved to Prudential Securities in San Francisco, both working with her own clients and in charge of hiring, training, and managing new financial advisors.
In 2003, Tina started Mark Financial allowing her to better service her clients financial needs as an independent advisor.
She holds several investment licenses with registrations through LPL Financial including:
Series 3 National Commodities and Futures
Series 7 General Securities Representative
Series 8 General Securities Supervisor
Series 63 Uniform Securities Agent State Law
Series 65 Uniform Registered Investment Advisor
Series 5 Interest Rate Options (not currently active)
Insurance and annuities are offered through her California Insurance License #0A79881.
She lives in Cupertino, CA with her husband and two children where she is active in volunteering in her community and at her children's schools.