MKT Advisors LLC

Taylor Jobe is a financial advisor with MKT Advisors LLC in Carlsbad, CA, holding a Series 65 credential and 10 years of industry experience. He has been with MKT Advisors since 2015. Outside of his advisory role, Jobe is the owner and president of HARVEST LLC, a software-as-a-service company providing options calculations, and serves on the strategic advisory board of DPL Financial Partners, an insurance marketplace. MKT Advisors LLC manages approximately $422.6 million for around 377 clients, including individuals, trusts, estates, charitable organizations, foundations, retirement plans, and businesses. The firm offers discretionary and non-discretionary portfolio management and financial consulting, using a primarily long-term investment approach tailored to each client and incorporating fundamental, technical, cyclical, and charting analysis.

Basem Darwich is a Series 65-licensed financial advisor with MKT Advisors LLC in Santa Barbara, CA, and has one year of industry experience. His prior work includes roles at Andersen Tax LLC, Greystar, and various other organizations. MKT Advisors LLC manages approximately $423 million for around 377 clients, including individuals, trusts, estates, charitable organizations, foundations, retirement plans, and businesses. The firm employs a primarily long-term, tailored investment approach using fundamental, technical, cyclical, and charting analysis to construct and rebalance portfolios.

Corinne Fond is a financial advisor at MKT Advisors LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at MKT Advisors since 2022, following a nine-year tenure at Laurel Wealth Advisors, Inc. MKT Advisors LLC is a registered investment adviser managing approximately $422.6 million for around 377 clients, including individuals, trusts, estates, charitable organizations, foundations, retirement plans, and businesses. The firm employs a primarily long-term, tailored investment approach that incorporates fundamental, technical, cyclical, and charting analysis to guide asset allocation and portfolio construction.

Andrew Liu is a financial advisor at MKT Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at California Wealth Advisors, Rosewood Miramar, Kinecta Wealth Management, and the Ritz Carlton Bacara. MKT Advisors LLC manages approximately $422.6 million for around 377 clients, including individuals, trusts, estates, charitable organizations, foundations, retirement plans, and businesses. The firm employs a primarily long-term, tailored investment approach using fundamental, technical, cyclical, and charting analysis, and offers discretionary and non-discretionary portfolio management, financial consulting, and planning.