Mark Garofalo

Background

About Mark Garofalo

I lead a talented team of Relationship Managers who are dedicated to helping firms reach their full potential as independent Registered Investment Advisors. I ensure that our team is doing everything we can to successfully support the independent financial advisors that we serve. At Schwab, we have over 30 years of experience serving independent advisors, and have grown to serve over firms of every size. As the largest custodian of RIAs, we have deep experience and unique insights into the factors that drive business success. We’re continually focused on helping advisors turn those insights into action to create the firm they want. We have a deep commitment to the RIA industry, and are continually developing new ways to fuel our clients’ independence and innovate on their behalf. While every firm that I work with has unique strengths, I’ve found that most share a few common ideals; integrity, accountability and an entrepreneurial drive—and at the core, a passion for delivering the best possible experience for their clients. At Schwab we take this same approach, and I believe that’s why more independent advisors rely on us than any other custodian. To learn more about how Schwab Advisor Services can help your firm, call me at 212-403-9203 or email me at: mark.garofalo@schwab.com.