As CEO and wealth advisor at The Reserve Investments, Mark’s mission is to help his clients find financial confidence, working to coordinate many aspects of their financial life. He takes the time to get to know each client and build lasting relationships to help guide generations toward financial independence. Mark uses the same steady approach when helping business owners better position their personal and business finances seeking to quiet the storm of uncertainty.
With almost 20 years of experience in the financial services industry, Mark takes a measured approach to give clients the confidence that someone professional is in their corner throughout the many financial stages in life. He specializes in simplifying complex concepts and explaining them in a way that is easy to understand and also apply. Backed by a team of dedicated and tenured professionals, Mark collaborates with The Reserve team as well as experienced subject matter experts from coordinating and consulting to the delivery and implementation of financial plans.
Mark believes in the importance of providing customized strategies, therefore each client’s current financial situation, goals for the future and any challenges he or she may face in their pursuit of financial independence are properly considered. Mark applies this personalized attention as he offers guidance related to asset management, retirement planning, insurance planning, estate planning, tax planning and more.
Mark became inspired to help others at age 17 when his father passed away suddenly. Despite his professional success as a physician, Mr. Mitamura was not a great businessman and left his family in financial straits. After picking up the pieces of his father’s mismanaged finances, Mark dedicated his life to helping others avoid the same fate.
Mark earned a bachelor’s degree in finance from Cal State Fullerton. A firm believer in continuing education, he has obtained the professional designations of Chartered Mutual Fund Counselor (CMFC®), Chartered Retirement Planning CounselorTM (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) .
Mark resides in Fullerton with his wife, and their two children. He is an active supporter of a number of foundations, churches and charities. An avid outdoorsman, Mark enjoys motorsports, cycling, running, shooting, fishing and hunting.
CA Insurance License #0E13350
CRPC and CRPS conferred by College for Financial Planning.