Mark Flowers

424 N San Mateo Dr
San Mateo, California 94401
United States
Office Phone: 6505489800
Member since 2019
Membership Type: IACP


Financial Professional

I’m deeply dedicated to financial education, empowerment, and client advocacy, especially during the divorce process. Divorce is likely the largest financial transaction a client will make during their lifetime. Providing a sustainable settlement agreement will provide a better outcome for each spouse and the children involved.

How I work with clients:

Step 1: Identify- We’ll identify what is most important to each client emotionally, financially, and legally. We work to identify post-divorce financial and family goals.

Step 2: Discover- We’ll work closely to gather relevant data around current assets, debts, income and expense with a focus on open communication between spouses.

Step 3: Analyze- Together, the entire Collaborative Team will then review the documents we’ve prepared to confirm asset values, and community and separate property interests.

Step4: Outcome- Together, you will agree on a settlement proposal that provides each person with a sustainable post-divorce lifestyle based on what is most important to them.

Area(s) of Practice: Wealth Management, Out spouse consulting, Collaborative neutral
License(s): CFP®, CDFA™, Series 7, Series 66

Professional Activities

Second Saturday Divorce Workshop, CORA volunteer