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| Diversified Wealth Management Solutions, LLC |
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Overview:
Diversified Wealth Management Solutions, LLC is a truly unbiased full service financial planning and retirement planning firm focused on delivering customized solutions, designed to address the individual needs and goals for all stages of life.
At Diversified Wealth Management Solutions, our goal is to make our clients financially independent. Our clients all have different needs that our team of experienced professionals create individualized investment plans for. You may be wondering who the people that we serve are, i.e. who our clients are. In a nutshell, our clients are:
Retired Individuals: In many instances, these clients are looking for ways to generate additional revenue so as to build on their retirement funds. DWMS works with such ones to create sound investment strategies that allow them to enjoy their retirement years without the fear of running low on or out of money.
Families and Couples: These clients are always planning ahead for the future. We help them to decide on the best ways to build wealth, preserve wealth, plan for their children’s college education, and retirement, just to name a few.
Persons Preparing for Retirement: Our team of professionals help individuals who have been saving for retirement by recommending wealth management solutions that will be extremely beneficial to them during retirement.
Medical and Dental Physicians: The healthcare industry tends to be volatile at times. As such, we work with physicians to create financially prudent portfolios that protect their financial investments.
Corporate Executives: We provide advice and services that optimize their corporate benefits including stock options and deferred compensation.
Business Owners and Entrepreneurs: The financial solutions and succession planning options that we provide for these clients include 401(k) and other retirement plans that are uniquely designed for entrepreneurs and business owners. We also provide general business advice, business plan reviews, cash flow modeling, liability management and planning, business transitioning advice, and investment consulting.
Independent Women: The wealth management solutions that we provide for single, widowed, and divorced professional women helps them to remain financially independent in their later years.
Young Professional: For young professionals we help them manage their cash flows, build their net worth, and plan for their next stages of life. We develop a plan for them to purchase their first home, overcome issues surrounding marriage and finances, and help them save for children’s education.
Diversified Wealth Management Solutions takes your finances seriously. We help you every step of the way to ensure that you have a sound financial future that is backed by diverse investment options. If you choose us as your wealth managers, we are confident that you will be pleased with all the products and services that we have to offer. Call us today for more information.
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History:
Diversified Wealth Management Solutions, LLC was formed by Mark P. Alcorn, Jr., CFP® in 2014 to offer truly unbiased comprehensive wealth management solutions to their clients. Mark was born and raised in Fresno, California, attended Clovis West High School and continued his education at the University of California, Santa Barbara obtaining a degree in Mathematics and Economics.
Mark began his career in finance in 2002 with Wells Fargo Bank, while in Santa Barbara. In 2004 he moved back to Fresno to start his Investment Advisory career with Morgan Stanley, obtaining his Series 7, Series 66, Series 31 and CA Life & Health licenses. It was here that he received much of his initial training surrounding asset allocation, diversification and Modern Portfolio Theory. He obtained his Certified Financial Planner™ designation in 2007. In 2008, he accepted an opportunity with Citigroup in which he was responsible for providing investment advice coverage to a number of bank branches in the Central Valley. In 2011 he took his experience to Waddell and Reed accepting the role of the Producing Managing Principal for the Fresno Office. Mark strongly believes in continually expanding his knowledge and value. He is currently pursuing the Charter Financial Analyst® designation and is a 2016 CFA® Level II Candidate.
As an active board member for the Central Valley Chapter of the Make-A-Wish Foundation, Mark truly enjoys giving back to the community where he was raised. He was honored and selected as a member of the Central Valley 40-Under-40, class of 2013. He lives in Fresno, California with his wife, Kim, of 10 years and their two girls. In his free time, he enjoys playing all types of sports, coaching his kids, attending church and spending time with friends and family.
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