Mark A Chandik, Principal
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CA Insurance License #0675533
Mark Chandik has been devising personalized wealth planning strategies for individuals, families and businesses for more than 25 years.
Mark graduated from National University in San Diego in 1983 with a Bachelor's Degree in Accounting, Cum Laude. He began his financial services career with the Tax & Financial Group in Newport Beach, becoming an associate partner in 1995. In 1999, Mark decided to start his own full-scale financial services firm, Financial Diligence Partners; its newest division, FDP Wealth Management opened recently. Mark's clients consist of closely held business owners, affluent individuals/families, corporate executives and professionals.
Mark is a former president of California’s National Association of Insurance and Financial Advisors (NAIFA, 2002-03), and currently serves on the Professional Advisory Council for the Ronald Reagan Presidential Foundation and the Children’s Hospital of Orange County Professional Advisory Committee. He has in the past served on the board of the Consumer Credit Counseling Service (CCCS) of Orange County, the Community Service Programs (CSP) of Orange County and The Shanon R. Hungerford Foundation.
Mark has spearheaded FDP Wealth Management’s philanthropic activities, including raising funds for CAST (Child Abuse Services Team) and the annual MS150 Bike Ride, which benefits the Multiple Sclerosis Society. He is an investment advisor representative with Lincoln Financial Securities and President of the Premier Partner Advisory Council for Lincoln Financial Group.
Mark resides in Dana Point, CA with his wife Cindy and daughters Caitlin and Madeline.
Bryan G. Ugalde, Chief Operating Officer
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CA Insurance License #OF12343
Bryan Ugalde sees to the efficient, effective performance of all business operations. He heads up the strategic planning and marketing functions for the firm and is an integral “go to” component of all advanced case design, planning and implementation -- sourcing and exploring ways to ensure generation of optimum outcome and arriving at the absolute ideal solution for each individual client circumstance.
A graduate of the University of California, Berkeley (BA in Political Economics with an emphasis in International Business), Bryan has since amassed a wealth of experience in the financial community, beginning with positions at Salomon Smith Barney and Pacific Union Real Estate in Marin, CA.
Bryan is actively involved in both community and industry associations, including Unidos Por Niños (United for Children), the National MS Society, the Southern California Contractors Association program, PAC Auction committees and the National Association of Insurance and Financial Advisors (NAIFA). He is a registered principal with Lincoln Financial Securities and is currently studying to obtain his Certified Financial Planner (CFP) designation.
Bryan resides in Huntington Beach with his wife Elizabeth and their dog, Captain Jack.
Chantal Liboz, Director of Client Services
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Chantal specializes in new business processes including insurance underwriting, investment account transfers and annuity applications. She also prepares client meeting materials and monitors all client correspondence and transactions. Chantal troubleshoots a wide range of service issues for FDP Wealth Management ensuring that client needs and concerns are always dealt with efficiently and in a timely manner. She brings to bear a wealth of hands-on management experience, organizational savvy and leadership skills.
Chantal, a California native, graduated with honors from the University of Nevada, Reno in 2004 with a Bachelor’s Degree in Criminal Justice. Prior to joining FDP in early 2008 she worked in the insurance industry for close to three years. Chantal has also worked as a Case Manager for Big Brothers Big Sisters and in keeping with FDP’s emphasis on philanthropy, she has been engaged in various fundraising efforts.
Chantal lives in Dana Point, and is engaged to be married to her fiancée Jaime in July 2010.