Mark Banta


Mark D. Banta

Mark Banta, gifted in interpersonal skills, is the heart and soul of Banta's client services. Drawing on his natural ability to listen and interpret clients' dreams and goals, he creates long-term strategies to meet each client's unique objectives. Mark counsels families to help build long-term planning relationships as part of the company's multi-generational wealth-building strategy.

In 1989, Mark graduated from the University of Redlands earning a B.A. in Business and a B.A. in Psychology. While pursuing registration requirements to work in the financial services industry, he utilized his interpersonal talents servicing guests at the Ritz Carlton Hotel in Pasadena. The Ritz Carlton recognized Mark's stellar service dedication and diligence with the coveted Five Star Employee of the Year Award.

A proud father of two, Mark has been married to his high school sweetheart, Kimberle, for 24 years. When not busy serving clients, Mark can be found on the local pool decks supporting his children in water polo. He enjoys working hard and playing hard. In his free time, he is quick to plan trips to Walt Disney World, travel by motor home, and enjoy all activities on the water.

  • Investment Advisor Representative
  • CA Insurance License #OB28338

We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>