About Us

Mark ShullMark 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. The values, ethics and insights learned from him have helped shape how Mark practices Financial Planning.

Yosemite National Park, California

From the time he spends in his garden, to yearly vacations at Yosemite, Mark has an increasing appreciation for nature and the outdoors, and the authentic perspective it brings to life. By spending quality time with Devon (his life long partner) and his 2 cats Simon and Mocha, Mark understands that

 

life is less about money and more about those with whom you spend your time.


He is passionate about educating and coaching others in the fundamentals of managing one’s financial life. He also regularly volunteers his time for community events such as Kiplinger’s Jump Start Your Retirement Days and NAPFA’s Your Money Bus educational tour.

A graduate of UCLA’s Programs in Personal Financial Planning and Taxation, he is also a candidate for CFP® Certification from the Certified Financial Planner Board of Standards, Inc.


He is a graduate of FPA’s Residency Program in Financial Planning and of Money Quotient’s Financial Life Planning® training. Through participation in these programs, he learned to employ the gentler, more personal skills of Financial Life Planning with his clients.

 

Mark Shull, Masters degree and Bachelor degreeMark holds a Masters degree from Claremont Graduate University, and Bachelor degree from Purdue University.

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Contact Us
10736 Jefferson Blvd., Suite 652
Culver City, CA 90230
Office: 424.237.8294
E-mail: info@wealthfitness.com