Specialties: Insurance - Investments - Life & Disability & LTC
Mark Winter President - Executive Benefit Alliance
Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC.
The Executive Benefit Alliance (EBA) is a member of PartnersFinancial, an affiliate of NFPSI.
NFPSI and EBA are not affiliated.
(805)497-6080 (805)497-8860 Fax
2393 Townsgate Road Westlake Village, CA 91361-2513 -
MAP
President, EBA July 1977 – Present (34 years 7 months)
Representing private estate and business clients with assets from $5 to $100 million, Mark Winter serves as the “architect” for the overall design of each blueprint. For 30 years, he has delivered independent analysis and strives to provide unbiased advice with the privacy and transparency discerning clients and their advisors value most.
Mark Winter is a member of Partners Financial and NFP Securities Inc., and maintains independent access to individual life, disability and long term care insurance products, as well as a full array of investment products.
With a B.S. in business management in 1977 from California Lutheran University and advanced degrees from American College, Mark holds the professional designations of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). Mark is life & disability insurance licensed and holds additional securities licenses with NFPSI Securities, Inc. including Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contract Representative), Series 63 (Uniform Securities Agent State Law) and the Series 65 (Uniform Investment Advisor Law).
