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Mark Sievers

Advisor at Epsilon Financial Group, Inc.

Updated today
Epsilon Financial Group, Inc. logo

Firm

Epsilon Financial Group, Inc.

Location

Fairfield, CA 94534

Credentials

CFP®, Series 63

Industry experience

23 years

About

Mark Sievers is a CFP® with 23 years of industry experience and has been with Epsilon Financial Group, Inc. since 2005. He is also the owner of Il Fiorello Olive Oil Company, a business he has managed since 2007. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and comprehensive financial planning. The firm operates as a small team of five advisors serving approximately 484 clients across three offices.

Client services

Based on Epsilon Financial Group, Inc.

Financial planning Portfolio management

Expertise

Based on Epsilon Financial Group, Inc.

General retirement planning Income planning General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed project fees possible as alternative to hourly, depending on complexity.

Project-based

$300 per hour

Other

Account minimum: $250,000 Fee-only: Financial planning fees range from $1,000 to $10,000 depending on complexity, billed half at engagement and half upon delivery.

Location

2801 Waterman Blvd. Suite 250

Fairfield, CA 94534

Most active in

Arizona · California · Idaho · Nevada · Oregon · Texas · Washington

Work history

Epsilon Financial Group

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arnie C

CFP®, EA

Vallejo, CA

Achievable Wealth, LLC

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at arnie@achievablewealthfp.com—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Doctor or Medical Professional Military & Veterans
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Patrick B

CFA®, Series 63

Napa, CA

Brennan Asset Management

Options & derivatives strategies Concentrated stock management Private / alternative investments
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John L

CFP®

Napa, CA

John H. Liles, CFP

Passive / index investing Active portfolio management General retirement planning Cash flow / budgeting
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Amir H

Series 66

Vacaville, CA

Integrative Financial Strategies

Retirement income strategy Annuities College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Founder/Business Owner
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Thomas P

CFP®, CFA®, Series 63

Vallejo, CA

Porta Investment Management

Retirement income strategy Income planning Wealth management Passive / index investing Concentrated stock management
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Eva S

CFP®

Napa, CA

Soares Financial, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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