UBS Financial Services
47yrs
Top advisor by experience in Pasadena
28yrs
Mark SHUSTER
Financial advisor at Shuster Advisory Group
Based in Pasadena, California, Mark SHUSTER is a fiduciary financial advisor with 28 years of industry experience. Mark joined Shuster Advisory Group in 2015, after less than a year at Kobo Retirement Strategies and seven years at The Sterling Group. Shuster Advisory Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office155 N. Lake Ave. Suite 950, Pasadena, CA 91101
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.09 million
Advisors at the firm4
States licensed ?1 state
Services through Shuster Advisory Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – now
- Mar 2017 – Jun 2017Kobo Retirement StrategiesPreviously
- 2015 – nowShuster Advisory Group, LLCCurrent firm
- 2014 – 2020The Sterling GroupPreviously
Contact Mark
(626) 578-0816Shuster Advisory Group main office 155 N. Lake Ave. Suite 950Pasadena, CA 91101Office · Get directions Firm websitewww.SFGRPC.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Shuster Advisory Group at (626) 578-0816 and ask for Mark SHUSTER. Mark works from the Pasadena, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Shuster Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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