Mark E. Copeland MS, CFP®, AIF®, Senior Partner

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.

At a Glance

  • 610 Newport Center Drive, Suite 300, Newport Beach, CA 92660

  • Minimum Fee for Initial Meeting


  • Minimum Net Worth Requirement

    $500,000 (investment services); $5 million (Private Client Group)

  • Financial Services Experience

    28 years

  • Association Memberships

    National Association of Insurance and Financial Advisors, Financial Services Institute, Financial Planning Association

  • Primary Custodian for Investor Assets

    Charles Schwab & Co. and Fidelity Investments

  • Assets Under Management $6.8 billion (firm, as of 6/30/17)
  • Largest Client Net Worth Confidential
  • Professional Services Provided
    • Estate
    • retirement
    • corporate benefit
    • income tax and insurance planning: investment advisory and money-management services

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