Mark Alan Greenberg

Employer firm

Wealth & Tax Planners LLC CRD 136450

$75.0M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• INSURANCE PLANNING SELECTION AND PURCHASE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Wealth And Tax Planners
  Walnut Creek, CA
• 07/2014 → 12/2021
  Mutual Securities, Inc.
  Camarillo, CA
• 01/2022 → 12/2025
  Private Client Services
  Walnut Creek, CA

Other Businesses

1) WEALTH & TAX PLANNERS. 1777 BOTELHO DR, #103, WALNUT CREEK, CA 94596. RIA. 2) MARK GREENBERG INSURANCE AGENT. 3021 CITRUS CIRCLE, STE 200, WALNUT CREEK, CA 94598. SELL LIFE AND LONG TERM CARE INSURANCE. OWNER, ALL DUTIES-SALES, CLIENT CONTACT, FIND INSURANCE COMPANIES, ETC. 5 HRS/MO; 5 DURING TRADING HRS. 3) RENTAL PROPERTIES. 9615 LITTLETON GRIST, SAN ANTONIO, TX 78254, AND 1942 WOD THRUSH, NEW BRANUSFELS, TX 78130. THROUGH MY LIVING TRUST I OWN 2 SFH RENTAL PROPERTIES IN TEXAS. OWNER AND MANAGER. 10 HRS/MO; 0 DURING TRADING HRS. 4) RENTAL PROPERTIES. 9050 DOUBLE R BLVD, UNITS #921 AND #1124, RENO, NV 89521. THROUGH MY LIVING TRUST I OWN 2 RENTAL CONDOS IN RENO. OWNER AND MANGER. 10 HRS/MO; 0 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-06
• S63 Uniform Securities Agent State Law Examination
  1998-02-05

Designations

• Certified Financial Planner