Mark Jachec joined Clarity in 2021 after running his own RIA Firm (Lifeline Wealth Advisors) for 12 years. Prior to 2009, Mark spent 15 years at Smith Barney, Citigroup, and Morgan Stanley in their wealth management divisions.
He started his career with Deloitte and Touche (Touche Ross back then) out of Chicago after graduating with a B.A. from the University of Notre Dame in 1980. His service to the corporate world culminated as the Vice President of Finance at Guardian Products, a medical equipment manufacturer. In 1994, he wanted to try his hand at individual and interpersonal service and relationships and he’s never looked back.
His budgeting and planning background from the corporate world serves him well with clients and their personal financial planning. He particularly enjoys clients being the Chairman of the Board of their financial world while he acts as their President to carry out day to day tasks hatched from strategy discussions with them.
When it’s time to relax, Mark enjoys golf, smooth jazz, traveling and wonderful beaches and harbors when he can find them, with his wife, Sharon. They live in Thousand Oaks, Ca. and are proud of their adult entrepreneur daughter in the insurance industry. He was a member of his local Rotary club for over 20 years before re-directing his time and focus going forward. He remains active with his church, golf club, Notre Dame groups and smooth jazz fan groups.
Mark holds a Series 66 registration as an Investment Adviser Representative with Clarity Capital Partners as well as a Series 7 Registered Representative registration with American Trust Investment Services.