Your Legacy:
10 Biggest Mistakes & How to Help Avoid Them.
Are you on track for retirement?
Find out if your assets are meeting your retirement goals.
Our Mission
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
*Insurance offered through Legacy Financial and Insurance Services, LLC.
Letter from the Founder
Before your first meeting with me, I wanted to share some thoughts with you. These are my beliefs and it’s important for you to know a little bit of who I am as a Financial Advisor.
Every day I see the modern consumer wanting quality and value, they want to be engaged, asking tough questions and demanding accountability. To me, it’s people taking ownership of their lives and I encourage it.
When it comes to managing your hard-earned money, it shouldn’t be any different and I believe in an approach to financial management that reflects those same values.
I want to support your involvement. That doesn’t mean you have to be the investing expert, but it does mean you’re encouraged to ask the questions that matter to you and get straightforward, honest answers. I believe you deserve a comprehensive explanation of the recommendations you receive, the rationale for them, the risks involved and why one solution may be more appropriate than another for you. You also deserve to have a clear and complete picture of what you’re paying.
I also believe in having access to world-class investment insights and commentary from leading asset managers across the industry. It is my role to lay out an investment strategy designed to meet your goals which reflect your comfort with market volatility. I want to provide all of that without sacrificing value, because with investing I know costs matter.
The result? It’s a partnership, you have a deeper sense of involvement with your money. You fully understand what you are doing in an effort to grow and protect it. Ultimately, you’re more confident in your financial future and I am there to help you along the way.
The past 25 years, I have grown to love what I do and my clients are like my family. I share in their happiness, their life events and their sorrow. I look forward to our first meeting and I share with you a passion on starting a new journey by creating a new partnership.
Sincerely,
Mark Sharifi
President & Founder
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Our Team
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
RAMI TAMEEZ DBA, AAMS®, AWMA®
CO-FOUNDER
Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.
MARK SHARIFI
FOUNDER
Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 25 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.
MARK A. BASILE
INVESTMENT ADVISOR REPRESENTATIVE
Mark comes from a family of well-respected Advisors and gained first-hand knowledge and experience watching his father, since the 1960’s, help people with their investments and retirement accounts.
Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.
MARK SHARIFI
FOUNDER
Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 20 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.
RAMI TAMEEZ DBA, AAMS®, AWMA®
CO-FOUNDER
Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.
MARK A. BASILE
INVESTMENT ADVISOR REPRESENTATIVE
Mark comes from a family of well-respected Advisors and gained first-hand knowledge and experience watching his father, since the 1960’s, help people with their investments and retirement accounts.
Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.
Tanya Tong
agent
SANDRA PRATHER
CLIENT RELATIONS MANAGER
BRANDY WHEELER
DIRECTOR OF OPERATIONS
MICHELLE CHACON
ADMINISTRATIVE SUPPORT SPECIALIST
KRYSTAL HARRISON
LEAD CHARLES SCHWAB PROCESSOR
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
KEITH GANGL, CFA®
Senior portfolio manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler Ellegard, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Tyler Ellegard, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.
Our Services
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to Rancho Cucamonga and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Allocation & Risk
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Social Security
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Tax Strategies
Legacy Planning
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.
Legacy Planning
Meet Mark Sharifi
Letter from the Founder
Before your first meeting with me, I wanted to share some thoughts with you. These are my beliefs and it’s important for you to know a little bit of who I am as a Financial Advisor.
Every day I see the modern consumer wanting quality and value, they want to be engaged, asking tough questions and demanding accountability. To me, it’s people taking ownership of their lives and I encourage it.
When it comes to managing your hard-earned money, it shouldn’t be any different and I believe in an approach to financial management that reflects those same values.
I want to support your involvement. That doesn’t mean you have to be the investing expert, but it does mean you’re encouraged to ask the questions that matter to you and get straightforward, honest answers. I believe you deserve a comprehensive explanation of the recommendations you receive, the rationale for them, the risks involved and why one solution may be more appropriate than another for you. You also deserve to have a clear and complete picture of what you’re paying.
I also believe in having access to world-class investment insights and commentary from leading asset managers across the industry. It is my role to lay out an investment strategy designed to meet your goals which reflect your comfort with market volatility. I want to provide all of that without sacrificing value, because with investing I know costs matter.
The result? It’s a partnership, you have a deeper sense of involvement with your money. You fully understand what you are doing in an effort to grow and protect it. Ultimately, you’re more confident in your financial future and I am there to help you along the way.
The past 25 years, I have grown to love what I do and my clients are like my family. I share in their happiness, their life events and their sorrow. I look forward to our first meeting and I share with you a passion on starting a new journey by creating a new partnership.
Sincerely,
Mark Sharifi
President & Founder
Author
Mark Sharifi
Your Legacy:
A Guide Through The Storm
Contact Us
Rancho Cucamonga
8667 Haven Ave.
Suite 200
Rancho Cucamonga, CA 91730
Legacy Investment Services, LLC
Contact Us Today!
Brea
135 S. State College Blvd, Suite 200
Brea, CA 92821
Legacy Investment Services, LLC
Contact Us Today!
Rancho Cucamonga
8667 Haven Ave.
Suite 200
Rancho Cucamonga, CA 91730
Brea
135 S. State College Blvd, Suite 200
Brea, CA 92821