There's a reason they call him Mr. Money
Educating and motivating the masses to take control of their financial health since 1982.
Mark has a singular mission:
To make a difference in this world by sharing his gifts.
His gift is educating and motivating ALL PEOPLE to take control of their financial health with a fun and easy-to-understand approach. He is passionate about making a difference in others' lives by giving them the tools to achieve financial well-being. Mark's been sharing his gift with others for over 40 years.
“Knowledge = Power = Wealth. My goal is to educate the public. With knowledge, individuals will find the power to take action that may ultimately lead to wealth.” - Mark Rothstein
Millions of people have tuned in to his advice.
Here are just a few of the publications and broadcasts where Mark's shared his knowledge:
Experience that makes a difference
Mark Rothstein is a highly accomplished and recognized financial advisor with 40 years of experience in personal finance and tax planning.
Known as "Mr. Money" on his popular radio show, Mark has been featured on NBC Nightly News and is a guest commentator on Fox Business Channel. He's spoken on stages around the world to thousands of listeners, addressed delegates at the United Nations and shared his answers to international financial concerns.
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He has been recognized by the Consumers' Research Council of America, a peer review group for the financial industry, naming him as one of the country's top Certified Financial Planners and Income Tax Specialists in the USA (2008-2015). He was also featured in Los Angeles Magazine as one of the Top Financial Planners and Select Wealth Managers (2011 & 2012).
Mark is a graduate of Syracuse University and the Founder and President of Tri-Star Income Tax and Financial Services, a Better Business Bureau A+-rated company*. He is also past President and Chairman of the Board of the Los Angeles region Financial Planners Association, which presides over thousands of area Certified Financial Planners.
Mark dedicates much of his time to philanthropic efforts and serves on the board of directors for The Midnight Mission - an organization dedicated to ending homelessness in Los Angeles.
*Rating effective 9/1/2011 to current. The Better Business Bureau (BBB) is the third-party that created and tabulated the rating. No compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.
Devoted to Family and Clients
Mark’s family is his greatest gift and blessing. He is surrounded by “ladies” - his wife Monique and two daughters Eliyana and Ariela. They have taught him about life. Together they have been thru all of life’s ups and downs within a nurturing and trusted family bond - creating memories that can’t be measured. Love is passion, obsession, someone you can’t live without - this is true for Mark and his girls. Making a difference for them thru support, advice, listening, hugs and caring - is true for Mark and his clients.
Mr. Money has a lot to say about finance.
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Videos
Mr. Money videos provide the tools you need to build the financial foundation you need to achieve your dreams.
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Podcasts
Information and education equip you to make solid financial decisions. Check out our blog section for a wealth of information.
Have a burning question about your finances?
If you've got questions, Mark and his team we'll help you find the answers- no strings attached! Mark's passionate about sharing his knowledge. Ask away. No retainer, no appointment needed.