A complete list of active advisors currently associated with Keymark Financial

Warmer can help you find a great advisor at Keymark Financial or one who fits your needs even better.

Keymark Financial serves individual and high-net-worth clients as well as corporate clients, providing discretionary portfolio management alongside financial planning services. The firm offers both one-time and ongoing planning engagements, including a comprehensive quarterly-retainer option that provides continuous access to a planner and periodic plan reviews. The firm typically constructs portfolios using a passive, asset-class approach—building allocations from index mutual funds and ETFs to manage correlation, risk and cost—while also applying fundamental and technical analysis when performing investment analysis for clients. Account supervision is discretionary, guided by individualized investment policy statements that document objectives, risk tolerance and any client-imposed restrictions, with regular reviews and trade confirmations delivered through the custodian. Compared with many supported peers that report substantially larger AUM, this single-advisor firm manages roughly $40 million across about 117 client relationships, and disproportionately emphasizes an ongoing, subscription-style planning service. The firm’s principal is a CFP certificant, the firm restricts personal trading around client trades and reports no third‑party compensation or related-party affiliations, and it uses an institutional Schwab platform for custody and operational support.

To learn more about the advisors currently working at Keymark Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Boujikian Jr.	Rolling Hills Estates, CA	14

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