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Mark Copeland

Mark Copeland

Senior Partner at Signature Estate & Investment Advisors LLC

Newport Beach, CA , United States

About

Mark Copeland is a Senior Partner and founding member at Signature Estate & Investment Advisors, LLC (SEIA) in Newport Beach, CA, where he specializes in investment planning and wealth management for affluent individuals, professional athletes, and corporations. He plays a key role in developing tailored investment strategies, portfolio customization, and comprehensive financial planning solutions designed to meet the complex needs of high-net-worth clients.

With over 35 years of industry experience, Mark focuses on a broad range of asset classes, including equities, fixed income, alternative investments, and insurance solutions as part of holistic wealth management and estate planning services. His expertise extends to managing risk, tax strategy development, and legacy planning, leveraging SEIA's multi-asset and open-architecture platforms to address both strategic and tactical allocation opportunities.

Mark earned his Bachelor of Science degree from the University of California, Los Angeles, and holds the CFP® designation from the College for Financial Planning. He is recognized for his commitment to fiduciary standards, aligning client interests with performance-driven compensation structures and delivering exceptional value to clients across sectors such as entertainment, professional sports, and corporate executive services.

Career History

OrganizationRoleDate RangeDetails
Signature Estate & Investment Advisors, LLCSenior PartnerJan 1997 to Present

Education

University of California, Los Angeles

Bachelor of Science (B.S.)

1984 1998

College for Financial Planning

CFP®

Skills & Expertise

Alternative Investments
Estate Planning
Insurance Planning
Certified Financial
Business Development
Investments
Variable Annuities
Fixed Annuities
Certified Financial Planner
Money Management
Tax Planning
Series 7
Retirement Planning
Wealth Management
Financial Planning
Life Insurance

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
M
Michael DeJohn
PartnerCleveland, OH , United States
Showing 1-10 of 21 team members

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