Meet The Team
The team behind David Braun Financial & Insurance Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David D. Braun
Financial Advisor, President
For more than 25 years, David has guided hundreds of individuals to successfully retire by helping them make sound financial decisions with insurance and investments and by helping them develop retirement plans tailored to their needs.
David specializes in retirement income planning, wealth preservation and estate planning. He works with clients to develop a sound retirement “map” that uses strategies for protecting retirement assets; guarding against potential losses from the many risks of retirement such as market volatility, long-term care needs, taxes, inflation and longevity risk; and investing wisely for growth to provide for increasing income in retirement.
David holds California insurance license No. 0678292 and has passed the Series 65 securities exam. In addition, he has earned the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Life Underwriter Training Council Fellow® (LUTCF®) industry designations.
Originally from Minnesota, David has lived in Southern California since 1974 with his wife, Marcia, a teacher who hails from Texas. They have raised two daughters and enjoy the pleasures of being grandparents.
Mark J. McMahon
Mark focuses on developing sustainable and secure retirement income strategies for clients who are approaching retirement or have recently retired. He also works closely with younger clients and families, and, as a former Army officer, he particularly enjoys advising veterans and military retirees.
Mark has over 10 years of experience in the financial services industry, including a leading global asset management firm and a Fortune 500 financial services company. Mark's career in the financial services industry began as an undergraduate intern at the Ontario, California, branch office for Morgan Stanley Dean Witter. Before his private sector career, Mark served as a captain on active duty in the U.S. Army.
Mark is an Investment Adviser Representative for securities with our Registered Investment Advisory (RIA) firm, Resility Financial, Inc. He adheres to the fiduciary standard, which requires that advice be provided in clients’ best interests. He has passed the Series 65 securities exam and is licensed by the state of California to provide insurance (license No. 0K28194).
Mark earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services in Bryn Mawr, Pennsylvania. He holds an MBA from the University of Southern California and a bachelor’s degree from Claremont McKenna College.
Mark lives in Pasadena with his wife and two young daughters. He is an avid runner and occasionally finds time to indulge his other interests, including camping, gardening and cooking. Mark remains a loyal fan of his hometown Seattle sports teams, except when they face the Trojans or Dodgers.
Director of Client Services
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.