There's a reason they call him Mr. Money
Educating and motivating the masses to take control of their financial health since 1982.
Mark has a singular mission:
To make a difference in this world by sharing his gifts.
His gift is educating and motivating ALL PEOPLE to take control of their financial health with a fun and easy-to-understand approach. He is passionate about making a difference in others' lives by providing guidance in their pursuit of financial well-being. Mark's been providing financial planning guidance for over 40 years.
“Knowledge = Power = Wealth. My goal is to educate the public. My goal is to help educate the public so individuals can make more informed financial decisions with confidence.” - Mark Rothstein
His insights have been featured on nationally syndicated programs
Here are just a few of the publications and broadcasts where Mark's shared his knowledge:
Experience that makes a difference
Mark Rothstein** has more than 40 years of experience in personal finance and tax planning.
He has hosted a financial radio program and has appeared in media segments, including NBC Nightly News and Fox Business Channel, to discuss general financial topics. Mark has also spoken at various conferences and events, including presentations to international audiences and professional groups
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Mark is a graduate of Syracuse University and the Founder and President of Tri-Star Income Tax and Financial Services, a Better Business Bureau A+-rated company*. He is also past President and Chairman of the Board of the Los Angeles region Financial Planners Association, which presides over thousands of area Certified Financial Planners.
Mark dedicates much of his time to philanthropic efforts and serves on the board of directors for The Midnight Mission - an organization dedicated to ending homelessness in Los Angeles.
*Rating effective 9/1/2011 to current. The Better Business Bureau (BBB) is the third-party that created and tabulated the rating. No compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.
** Check the background of this investment professional on FINRA’s BrokerCheck.
Devoted to Family and Clients
Mark’s family is his greatest gift and blessing. He is surrounded by “ladies” - his wife Monique and two daughters Eliyana and Ariela. They have taught him about life. Together they have been thru all of life’s ups and downs within a nurturing and trusted family bond - creating memories that can’t be measured. Love is passion, obsession, someone you can’t live without - this is true for Mark and his girls. Making a difference for them thru support, advice, listening, hugs and caring - is true for Mark and his clients.
Have a burning question about your finances?
If you've got questions, Mark and his team will help you! Mark's passionate about sharing his knowledge. Ask away. No retainer, no appointment needed.