About Mark

Mark and family posing together

Let's start your journey towards financial success

Your story, your needs and your goals aren’t exactly the same as anyone else’s. Your financial strategy shouldn’t be either. That’s where I come in.

As a financial advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a tailored, client-first, and responsive approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect honesty, integrity, and teamwork.

As a proud resident of Avila Beach, CA, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

Personally, I’m a loving husband and father. When I’m not working with my clients, I enjoy the following hobbies: golfing, traveling, and cooking. I’m also an active member of my community and regularly mentor students.

Now I’d like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.

Disclosure

Mark Burton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0727397), CO, CT, ID, MT, NV, NY, OH, OK, OR, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Burton is licensed and authorized to offer insurance in California, but BURTON FINANCIAL & INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Mark Burton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 26501 Rancho Pkwy S Ste 102, Lake Forest, CA, 92630. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, ID, KS, MA, MI, MO, MT, NC, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Burton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IA, ID, KS, MA, MI, MO, MT, NC, NV, NY, OH, OK, PA, RI, SC, SD, TX, VA, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BURTON FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BURTON FINANCIAL & INSURANCE SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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