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Mark K
Series 65
Santa Ynez, CA
Independent Financial Partners
Mark Kavaloski is a financial advisor with Independent Financial Partners, holding a Series 65 credential and 32 years of industry experience. He has worked at Ameritrust Capital Management, Ltd. since 1998 and joined Independent Financial Partners in 2024. He is also the owner of Ameritrust Capital Management Ltd., a business focused on comprehensive financial planning and investment objective development. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.
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