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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.

TOM PENLAND
AGENT

Tom is a Retirement Income Certified Professional (RICP®) with 40+ years of experience dedicated to helping those aged 55+ understand how risk impacts retirement differently in the ‘spending’ years. As a Decumulation specialist, Tom focuses on guiding clients from accumulation or saving to strategic decumulation or spending in retirement. His ‘safety-first’ education philosophy ensures security and peace of mind. Tom aims to educate, clarify complex concepts, and empower clients to make confident, informed decisions for a secure, prosperous retirement.

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.

TOM PENLAND
AGENT

Tom is a Retirement Income Certified Professional (RICP®) with 40+ years of experience dedicated to helping those aged 55+ understand how risk impacts retirement differently in the ‘spending’ years. As a Decumulation specialist, Tom focuses on guiding clients from accumulation or saving to strategic decumulation or spending in retirement. His ‘safety-first’ education philosophy ensures security and peace of mind. Tom aims to educate, clarify complex concepts, and empower clients to make confident, informed decisions for a secure, prosperous retirement.

MARK JOHN LANDEROS
INSURANCE SPECIALIST

Tanya Tong
agent

SANDRA PRATHER
CLIENT RELATIONS MANAGER

BRANDY WHEELER
DIRECTOR OF OPERATIONS

MICHELLE CHACON
CLIENT RELATIONS SPECIALIST

KRYSTAL HARRISON
LEAD CHARLES SCHWAB PROCESSOR

JULIA TRAYLOR
COMPLIANCE MANAGER

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 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder 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 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.

Tyler Ellegard, CFA®
Portfolio Manager of Gradient Investments, LLC

Tyler Ellegard, CFA®
Portfolio Manager of Gradient Investments, LLC

Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.

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

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

Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax advantaged vehicles used to accomplish your retirement income goals.

Income Planning

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

Generational Vault

Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.

Generational Vault

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:
10 Biggest Mistakes & How to Help Avoid Them.

A Guide Through The Storm
Retirement Planning Made Easy

Request Your Complimentary Copy Today!

Contact Us

Rancho Cucamonga

10832 Laurel Street, Suite 203 Rancho Cucamonga, CA 91730

Legacy Investment Services, LLC

Toll-Free : 800-977-4030

Local : 909-948-0700

Email : admin@4mylegacy.com

Contact Us Today!

Brea

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

Legacy Investment Services, LLC

Toll-Free : 800-977-4030

Local : 909-948-0700

Email : admin@4mylegacy.com

Contact Us Today!

Rancho Cucamonga

10832 Laurel Street, Suite 203 Rancho Cucamonga, CA 91730

Brea

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