Mark Baca

Mark is our in office resident Life and Estate Planning partner. Since 1971 Mark has been helping people Create a Legacy That Lasts for Generations.  He is a Chartered Life Underwriter, a Chartered Financial Consultant, and also holds the coveted Accredited Investment Fiduciary (AIF) designation. 

Mr. Baca is past President of the Sacramento General Agents and Managers Association. He has moderated many classes on Financial Planning topics for the Sacramento Association of Independent Financial Advisors. 

He is married to his wife Jo Ann and enjoys snow skiing and golf.