- Press Release -

Renowned “Mr. Money” joins Independent Financial Group, LLC


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Image of the editor of this article, Cici Prsha

Cici Prsha

Manager, Marketing & Corporate Communications

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San Diego, CA – Independent Financial Group, LLC (IFG) announced today that President and Founder of Tri-Star Income, Mark Rothstein has joined IFG as a registered representative.

“We are excited to have Mark on board with IFG,” explains David Fischer, co-Founder and Managing Director of the San Diego based broker-dealer. He continues, “Mr. Money’s experience and knowledge match IFG’s values and we are pleased he has chosen IFG to support his business needs.”

“I have been in the business for 33 years and I have never received such personal commitment to me and my business than I am receiving from IFG,” comments Mark Rothstein. He elaborates, “each and every department I met with wanted to know about me, my clients and what they could do for us. Then, they immediately followed up and took care of me – just the way they said they would. If my business does not triple this year I would be incredibly surprised.” He continues, “I like the large payout.”

About Mark Rothstein

Mark is known as “Mr. Money”. He was recognized by the Consumers’ Research Council of America, naming him as one of the country’s top Certified Financial Planners and Income Tax Specialists in 2008-2011.

For two consecutive years, he has also been featured in Los Angeles Magazine as one of the Top Financial Planners and Select Wealth Managers. Mark is past President and Chairman of the Board of the Los Angeles region Financial Planners Association which presides over thousands of area CFPs, and is also on the Board of Governors of the National Institute of Estate Planners. In addition to his “Mr. Money” radio show, Mark is the co-author of the personal finance book: Love, Money and Control , published in 2004. He has been featured on NBC Nightly News and is a guest commentator on the Fox Business Channel.

About Independent Financial Group

Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. As an independent broker-dealer, the company empowers their registered representatives by giving them the technology and tools to meet the needs of their clients. IFG’s corporate office now supports more than 530 independent registered representatives by offering premier service provided by an experienced staff of 50 professionals. Their notable success has been recognized in numerous financial services industry publications including Investment News, Financial Planning & Financial Advisor Magazine. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. To learn more about IFG, visit www.ifgsd.com.