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Mark Chandik

AIF®, CLU®, ChFC®
FDP Wealth Management
Irvine, CA
Earn More. Keep More. Gift More.

Meet Mark

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FDP Introduction - Mark Chandik
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Brochure Animation - Mark Chandik
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Individuals - Mark Chandik
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Philosophy Video - Mark Chandik
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Small Business Video - Mark Chandik
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Next Generation - Mark Chandik
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CPO - Mark Chandik
Video Transcripts

With over 30 years of wealth management experience, Mark 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.

Mark began his career in 1983 with Tax & Financial Group, in Newport Beach, CA, becoming an associate partner in 1995. Four years later, he founded his own wealth management practice focusing on the needs…

With over 30 years of wealth management experience, Mark 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.

Mark began his career in 1983 with Tax & Financial Group, in Newport Beach, CA, becoming an associate partner in 1995. Four years later, 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”) and currently serves on the Professional Advisory Council for the Ronald Reagan Presidential Foundation.

Mark resides in Dana Point, CA with his wife Cindy and daughters, Madeline and Caitlin.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Fee & Commission

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®
AIF® - Accredited Investment Fiduciary®

Memberships

NAIFA - National Association of Independent Fee Appraisers

Education

Bachelors
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