Member Profile

Mr Mark Silberfarb TEP, Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Global Financial Institute LLC
3070 Bristol Street, Suite 500
Costa Mesa
United States of America

T: +1 949 207 7392

Estate Planner / Financial Planner / Insurance Advisor / Wealth Management
Practice Area:
Estate planning/administration, Family business, Insurance, Investment, Philanthropy, Tax
STEP Orange County
Special Interest Groups:
Business Families

Former Adjunct Professor, Financial Planning Institute of Adelphi University

Former Associate Editor, New Jersey Will and Trust Manual

Founding Chair, STEP Orange County and Founding Sponsor, STEP Nevada

Founder and Initial Chair, Annual Institute on Tax, Estate Planning and the Economy: A Collaboration between the UCLA School of Law and STEP