Mark Halby's Location
San Diego, CA, US
Mark Halby's Work
Mark Halby's Education
San Diego State University
Business Administration (Financial Services)
2004 - 2008
Certified Financial Planning Board of Standards
Certified Financial Planner (CFP®) Professional
Fi360
Accredited Investment Fiduciary (AIF®) Professional
Mark Halby's Skills
Mark Halby's Summary
Mark Halby, based in San Diego, CA, US, is currently a Financial Planner at DLK Investment Management, bringing experience from previous roles at The Halby Group, Inc., Nautilus Advisors, New England Securities and Citibank. Mark Halby holds a 2004 - 2008 Business Administration in Financial Services @ San Diego State University. With a robust skill set that includes Employee Benefits, Qualified Retirement Plans, Group Insurance, Retirement Planning, Personal Financial Planning and more, Mark Halby contributes valuable insights to the industry. Mark Halby has 2 emails on RocketReach.