Mark E. Copeland, CFP®, AIF®, is a Founding Partner in Signature Estate & Investment Advisors. He is one of SEIA’s four founding partners who have shared over two decades of teamwork together. Mr. Copeland’s emphasis is Investment Planning and Wealth Management with affluent individuals, athletes and corporations. Currently, he is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS).
Since 1988, Mr. Copeland has been in the securities and insurance business. His current memberships include the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. He currently resides in Orange County, California with his wife and four children.
Mr. Copeland received his Bachelors of Science degree in Political Science from the University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc., having completed the CFP® professional education program through the College of Financial Planning in 1993. He is also a licensed insurance agent (CA Insurance Lic. #0750414).
The Financial Times (FT) 400 Top Financial Advisers 2020 was awarded in April 2020 and determined based on an evaluation process conducted by Ignites Research, a division of Money-Media, Inc., on behalf of the FT, a daily newspaper with a focus on business and economic news. Neither SEIA nor its Financial Advisors paid a fee to Ignites Research or FT in exchange for the ranking. This ranking is an independent listing produced based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. Criteria included six broad factors which calculate a numeric score for each adviser: assets under management, growth rate of assets under management, years of experience, compliance record, industry certifications, and online accessibility. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.