Blue Anchor
Wealth Management
Mark D Panfil
Founder of Blue Anchor Wealth Management
Portfolio Management Director
Managing Director – Alternative Investments
Mark has over 35 years of professional capital market experience, beginning his career at Shearson Lehman in Beverly Hills. Mark is a graduate of Pepperdine University with a double major in business and economics. Mark has been a member of the Golden Key National Honor Society, the Economic Society, the Harold Pump Foundation, as well as the Shelter 37 Foundation.
Mark has hosted “Managing Your Wealth” on KWHY-TV, as well as hosted seminars throughout Southern California. Mark also continues to provide client education through seminars, monthly periodicals, digital media as well as a monthly market outlook meeting hosted in El Segundo.
Mark lives in Palos Verdes, California. He was a member of the Peterson Automotive Museum and Checkered Flag 200. His family is a prominent donor to Pepperdine University and belongs to the Founders Club at USC’s Galen Center. Mark is also has been a proud sponsor of the Norris Theater of Arts and the Palos Verdes Education Foundation, along with many other terrific global organizations.
Blue Anchor Wealth Management at Aegis Capital Corp. provides individualized financial portfolios that utilize a variety of investment opportunities with dynamic responses to the ever-changing economy. We pride ourselves on creating mutually beneficial relationships. We use sector rotation, cover calls as well-covered puts to mitigate risk and increase income.
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Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.
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