Pensionmark Financial Group
24 E Cota Street
Santa Barbara CA 93101
d. (949) 929-3881
Marek is a financial advisor with Pensionmark Financial Group where he specializes in designing best in-class retirement plans for his clients. With his decades of industry experience, he has coached countless companies and plan fiduciaries on how to best meet their obligations under ERISA and align their corporate goals with their benefits strategy.
Prior to joining Pensionmark, Marek was a Managing Director at SageView Advisory Group where he advised retirement plan sponsor clients on plan design, investment oversight and fiduciary issues. He helped craft SageView’s institutional investment process and chaired the firm’s Investment Committee. Marek also worked at Weyerehaeuser Realty Investors and John Burns Real Estate Consulting, both located in Southern California. He started his career at Cambridge Associates at the firm’s Arlington, Virginia office, and he also spent three years at Sallie Mae.
Marek holds an undergraduate degree in Finance from Virginia Polytechnic Institute and State University (Virginia Tech) where he graduated summa cum laude and was a four-year letterman on the men’s tennis team. He has an MBA with a concentration in Finance/Investments from the University of Notre Dame Mendoza College of Business. Marek has earned the right to hold the Chartered Financial Analyst (CFA) designation and holds the FINRA Series 7 and 66 security registrations.
When not advocating for his clients, Marek can be found with his wife and two kids looking for the newest sushi restaurant in Orange County. Marek is an avid golfer, enjoys traveling and a “powder hound” in the winter time.