Meet An Advisor

Wesley Mar

Working as hard as you do

Wesley entered the financial services industry back in 1984. He graduated from Sacramento State with a BBS in Business Administration (Accounting). He always wanted to be in business for himself, so becoming an independent financial advisor was a natural career progression.

Through the years, he has advised owner-operators in many industries, answering questions and reducing ambiguity with sensible, workable retirement strategies - each one individualized.


A dream realized

Wesley's grandparents came to California in the early 1900s from China. With the Chinese Exclusion Act in place, they could not own a business. But they stayed here and persevered, working hard to open a laundry company and then the Eye Street Bridge Market. They created prosperity and comfort from a dream.

With this family history, Wesley understands the ambitions, struggles and triumphs of small business owners and their families. He is in business for himself, just like they are.

Contact Wesley today to meet an advisor who truly understands the day-to-day issues and aspirations of small business owners