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Mark E. Copeland

Mark E. Copeland has been in the financial services industry since 1987 and is one of the four founding partners of SEIA. Less than 10 years after the company’s inception. SEIA reached the milestone of $1 billion in assets under management. Mark graduated from the University of California–Los Angeles, with a degree in political science and is a certified financial planner professional. His emphasis is in investment planning and wealth management for affluent individuals, athletes and corporations. He is a frequent speaker on the subjects of asset management, retirement plan distribution methods and estate preservation. An Orange County native, he resides in Tustin, Calif., with his wife, Kathy, and their four children.

Mark E. Copeland has been in the financial services industry since 1987 and is one of the four founding partners of SEIA. Less than 10 years after the company’s inception. SEIA reached the milestone of $1 billion in assets under management. Mark graduated from the University of California–Los Angeles, with a degree in political science and is a certified financial planner professional. His emphasis is in investment planning and wealth management for affluent individuals, athletes and corporations. He is a frequent speaker on the subjects of asset management, retirement plan distribution methods and estate preservation. An Orange County native, he resides in Tustin, Calif., with his wife, Kathy, and their four children.

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