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Mark Billes

Mark Billes, RICP, Fiduciary and insurance agent. He is the President and founder of Safe and Secure Retirement and Insurance Services. Mark got into the financial services industry in 2002 after working in the music business for 20 years. Upon deciding to leave the music industry he began planning his own retirement. As he delved into planning, he was fascinated by the process and all its complexity. Mark realized his training and skills that he developed and as Tour Accountant and Tour Manager for international recording artists were complimentary to the skills needed in Retirement and Income Planning. Mark then decided that helping others clarify and simplify their own retirement planning would become his “Act II.”

Mark is fulfilling his dream and helping those in or near retirement figure out how they can achieve their own goals. Mark has a B.B.A. from Western Michigan University. He also holds California insurance license No. 0D73605, has a California real estate license and has a Series 65. These allow him to focus on strategies that help his clients preserve and protect their nest eggs, while striving to grow them while balancing risk and volatility.

Mark aims to help his clients understand the planning process in order to help increase their confidence and sense of empowerment in knowing their money is working efficiently, without unnecessary risk, and putting them in the best positions for success. He has been featured in multiple media outlets, including 1200 AM Money Radio.

Outside of work, Mark is extensively involved with his family and in his home community of Huntington Beach, California. He is the treasurer of his local Lions Club, and lives near the beach with his wife, Gini. The couple has three children and five grandchildren who live in Orange County, and one child who lives in New York City. Mark loves spending time with his children and grandchildren and enjoys taking a round of golf or skiing when he gets the chance.

Advisory services are offered through Retirement Investment Advisors, a Registered InvestmentAdvisor in the State of California, Retirement Investment Advisors, a SEC Registered InvestmentAdvisor. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are notaffiliated with or endorsed by the Social Security Administration or any other government agency.Insurance products and services are offered through Safe and Secure Retirement Insurance Servicesan affiliated company.

(951) 393-0030

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