Meet the Team
Mark Dossa, CFP®
Senior Portfolio Manager
Chief Compliance Officer
Mark joined Centara Capital Management Group, Inc in April of 2001 and has nine years of investment advisor experience. Prior to joining Centara, Mark was a registered representative with Principal Financial Group. During his years in the financial services business, Mark has helped clients with investment management, tax planning and financial planning.
His desire to provide sound overall advice makes him a valuable resource for clients. Mark specializes in the area of portfolio management and is currently the Senior Portfolio Manager for Centara. He has a passion for investments and helping clients both preserve and grow assets. Mark has developed four model portfolios that utilize top quality investments to provide risk diversification and attractive potential returns. Along with his management duties, Mark is responsible for all investment research and trading for Centara’s clients and serves as the Chief Compliance Officer for the company.
In 2008, Mark was recognized as a Five Star Wealth Manager: Best in Client Satisfaction™ as published by San Diego Magazine.
Professional Designations & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Investment Advisor Representative
- Registered Representative with Centara Capital Securities
- Enrolled Agent with the Internal Revenue Service
- California Life and Health Insurance License
Education:
- 1986 California State University, Long Beach, B.A., Journalism
- 1994 University of Redlands, M.A., Management