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.

Are You Retirement Educated?

Learn more about your retirement options

Watch to Learn More!

Our Team

Mark Sharifi

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®

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
Director of Operations / Investment Advisor

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.

Brittany Musgrave
Compliance Administrator

Valerie Trujillo
Operations Manager

Katrina Dreyer
Executive assistant

Karen Lees
Marketing Director

Crystal Avelino
Client Relationship Manager

Strategic Alliances

Michael Binger, CFA®

President of Gradient Investments, LLC
Read More

Jeremy Bryan, CFA®

Portfolio Manager of Gradient Investments, LLC
Read More

Mariann Montagne, CFA®

Portfolio Manager of Gradient Investments, LLC
Read More

Generational Vault

Keeping Your Financial Information
Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with an SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

Vault Login


Click and watch these short, informative videos to acquaint you with the wide array of services we offer.

Upcoming Workshops

There are no upcoming events at this time.
Please check back again soon.

Our Books

Rami Tameez, Author of

The Power of Retirement Planning …
Turning Hope So into Know So

Request Your Copy Today

Mark Sharifi, Author of

Your Legacy: Biggest Mistakes & How to Help Avoid Them.


Request Your Copy Today

Our Location

Legacy Investment Services, LLC

Toll-Free : 800-977-4030

Local : 909-948-0700

Email : admin@4mylegacy.com

Rancho Cucamonga

10832 Laurel Street, Suite 203
Rancho Cucamonga, CA 91730


135 S. State College Blvd, Suite 200
Brea, CA 92821