Mark Giese joined the EP Wealth Advisors family in late 2021 with nearly four years of financial-industry experience. Previously, Mark was responsible for audits at a multi-office Southern California public accounting firm whose specialties included serving high-net-worth individuals as well as entrepreneurs and closely held companies and their owners. A Certified Public Accountant with Bachelor’s and MBA degrees in accounting, he enjoys the opportunity to provide valuable expertise to the EP Wealth team and contribute to the firm’s continued growth. Mark enjoys outdoor activities with his wife and two children, and he’s an enthusiastic mountain biker. He also volunteers his financial skills outside the office as Chief Financial Officer for his church.
Certified Public Accountant; California State University, Fullerton, MBA, Accounting and Finance; California State University, Fullerton, B.A., Accounting