Mark A. Pitre
Principal and Financial Advisor
MBA, CFP®
Mark A. Pitre is a Financial Planner and Principal of California Financial Advisors in San Ramon. Mr. Pitre earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of San Francisco in 1986, and his Master’s in Business Administration with an emphasis in Finance from the University of San Francisco in 1988.
He received his Certified Financial Planner (CFP®) designation from the College for Financial Planning in Denver, Colorado in 1992. He is also a member of the Financial Planning Association (FPA).
Mr. Pitre has taught Risk Management and Personal Financial Planning for the Graduate School of Business at Golden Gate University, located in Los Altos, California. He has also been quoted numerous times in The Wall Street Journal and Bottom Line Personal Finance.
Mark enjoys spending time with his family and is a lifelong fan of the San Francisco Giants.
Licenses: Series 7, Series 63, Series 65, Series 26, State of California Insurance License
Mark’s Executive Assistant
Andrea Millheim
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”