Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
650 TOWN CENTER DRIVE
COSTA MESA, CA 92626
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Mark R. Easterday,CRPC® is First Vice President, Senior Financial Advisor and has been with Merrill Lynch Wealth Management since May 1997. Mark's focus is retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning. Mark helps clients harvest their years of hard work, savings, and incentives to provide for themselves and a family legacy. He addresses concerns like college planning, retirement planning, estate issues, and insurance. He also helps clients manage large liquidity events like the sale of a business, an inheritance, or the handling of concentrated stock. All of these pieces are taken into careful consideration before any recommendations are made.
A graduate of the University of Southern California with a B.S. in Business-Finance. He is Past-Chairman of the Alumni Association for the Marshall School of Business. A former Trojan golfer, Mark maintains his love for golf and fitness. In his youth, he served the U.S. House of Representatives as a Page. Lastly, Mark has a passion for the US Military, specifically the Navy. Mark has worked closely with Navy SEALS and local veterans' groups to give children up close exposure to local heroes. In his free time, Mark is the lead singer in his country music band. Mark is a resident of Huntington Beach and is married with two teenage sons.
Mark's team includes Terry Sanchez, a 25+ year Registered Senior Client Associate at Merrill.
*CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
*Merrill Life Agency's California License Number 0522776
San Gorgonio High School
University of Southern California
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.