Consulting Team

Mark Sifling is a seasoned management consultant with more than 20 years of experience leading business transformation initiatives in all aspects of financial services, including banking, brokerage, insurance and wealth management. Noteworthy clients include Wells Fargo, Charles Schwab, Blue Shield of California and AAA Insurance.

As a consultant, Mark has led numerous large-scale change efforts such as mergers, divestitures and strategic software development initiatives.

Prior to consulting, Mark was a marketing executive at Charles Schwab where he led teams responsible for managing and maintaining Schwab's consumer products, especially brokerage accounts, bank accounts, loans and funds transfer services.

Mark is currently a Certified Financial Planner® and is the owner and lead advisor at Simple Life Financial, a California wealth management firm with clients across the country.

Mark holds a bachelor's degree in physics from Cornell University and an MBA from UC Berkeley with a concentration in management information systems. When he's not working on professional projects, Mark enjoys cooking, hiking, and camping.