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Find out if your assets are meeting your retirement goals.

Our Mission

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

*Insurance offered through Legacy Financial and Insurance Services, LLC.

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Learn more about your retirement options

Our Team

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

RAMI TAMEEZ DBA, AAMS®, AWMA®
CO-FOUNDER

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.

MARK SHARIFI
FOUNDER

Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 25 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.

MARK A. BASILE
INVESTMENT ADVISOR REPRESENTATIVE

Mark comes from a family of well-respected Advisors and gained first-hand knowledge and experience watching his father, since the 1960’s, help people with their investments and retirement accounts.

Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.

MARK SHARIFI
FOUNDER

Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 20 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.

RAMI TAMEEZ DBA, AAMS®, AWMA®
CO-FOUNDER

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future.

MARK A. BASILE
INVESTMENT ADVISOR REPRESENTATIVE

Mark comes from a family of well-respected Advisors and gained first-hand knowledge and experience watching his father, since the 1960’s, help people with their investments and retirement accounts.

Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.

MARK JOHN LANDEROS
INSURANCE SPECIALIST

Tanya Tong
agent

SANDRA PRATHER
CLIENT RELATIONS MANAGER

NICOLE NELSON
CLIENT RELATIONS SPECIALIST

KRYSTAL HARRISON
LEAD PROCESSOR

JULIA TRAYLOR
COMPLIANCE MANAGER

Strategic Alliances

MICHAEL BINGER, CFA®
President of Gradient Investments, LLC

JEREMY BRYAN, CFA®
Senior Portfolio Manager of Gradient Investments, LLC

Generational Vault

Keeping Your Financial Information Safe and Secure

A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with an SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.

Our Services

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to Rancho Cucamonga and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.

Social Security

Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.

Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax advantaged vehicles used to accomplish your retirement income goals.

Tax Strategies

One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.

Legacy Planning

Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.

Generational Vault

Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.

Meet Mark Sharifi

Author
Mark Sharifi

Your Legacy:
10 Biggest Mistakes & How to Help Avoid Them.

A Guide Through The Storm
Retirement Planning Made Easy

Contact Us

Rancho Cucamonga

10832 Laurel Street, Suite 203 Rancho Cucamonga, CA 91730

Legacy Investment Services, LLC

Toll-Free : 800-977-4030

Local : 909-948-0700

Email : admin@4mylegacy.com

Brea

135 S. State College Blvd, Suite 200 Brea, CA 92821

Legacy Investment Services, LLC

Toll-Free : 800-977-4030

Local : 909-948-0700

Email : admin@4mylegacy.com

Rancho Cucamonga

10832 Laurel Street, Suite 203 Rancho Cucamonga, CA 91730

Brea

135 S. State College Blvd, Suite 200 Brea, CA 92821