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Mark Shull is the founder and Principal of The Wealth Fitness Group, a Registered Investment Advisory and Financial Life Planning firm serving the California communities of Culver City and the Palos Verdes Peninsula. Mark brings a wealth of experience to his financial planning practice. While working in the corporate world of aerospace he experienced first hand many of life’s transitions and the associated impact they have on a family’s financial life. As a Principal with a Big Five consulting firm, serving the financial services and healthcare industries, he gained the critical understanding surrounding the issues clients face day to day. Through his registration with the California Tax Education Council he also understands the impact tax compliance has on financial decisions and every day life.
Mark possesses over 20 years of financial and real estate investment experience and wisdom. He also carries a lifetime of learning gained from his father who was an investment banker his entire career. As an Enrolled Agent he understands the impact that proactive tax planning and compliance has on financial decisions and every day life.