Marc Ackerman is dedicated to helping ultra-high-net-worth families integrate their unique values into their wealth plans and portfolios. He is passionate about serving others and making a purposeful impact on families and communities.

Helping clients achieve personal fulfillment and prepare for critical financial events is at the core of Marc’s wealth management practice. He advises clients on all aspects of estate planning strategies, wealth transfers, and philanthropic pursuits. Marc examines global macroeconomics, current market conditions and valuations, as well as each client’s individual circumstances when constructing a portfolio. Marc was named to Forbes’ Best-In-State Wealth Advisors list in 2019, 2020 and 2021.*

Prior to joining Wells Fargo Advisors, Marc served as Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney. He is a graduate of the University of California, Santa Barbara and serves on the school’s Department of Economics Board of Advisors.

Marc also serves on the Board of Directors of the Los Angeles Fire Department Foundation, the Gospel Music Association (GMA) Foundation, and Hope Heals in Atlanta. Marc regularly speaks about investment planning and stewardship at churches, conferences, and universities.

CA Insurance License #0D15273.  Resident State: CA.

Mario Colace supports IFC’s internal business management, which includes coordinating internal team meetings. He improves workflow by ensuring IFC advisors and client associates work in concert.

Mario previously served as the Business Development Associate for The Law Offices of Patrick J. Burns and Advanced Regulatory Compliance. He leverages his prior experience in project coordination, technology demonstrations, and back office operations to enhance IFC’s internal processes.

Mario earned his B.A. from Loyola Marymount University in 2019. He is a Massachusetts native and thus enjoys watching any of the Boston sports teams in his free time. He is also an avid reader and writer, and enjoys practicing guitar and watching movies.

Marco Mendoza is passionate about assisting clients in navigating the complexities of their wealth. He creates, implements, and reviews comprehensive wealth and investment plans for clients. Marco also focuses on risk management, including solving for long-term care and utilizing insurance strategies. In 2020 and 2021, Marco was named to Forbes’ Best-In-State Wealth Advisors list.

Prior to joining Wells Fargo Advisors, Marco was previously with Accenture and the Risk Management Group at Barclays Global Investors.  Marco earned his B.A. in Business Economics from UCLA and his M.B.A. from U.C. Berkeley’s Haas School of Business. He previously served as an officer of the Los Angeles Alumni Chapter of the Berkeley-Haas School of Business.
 
Marco serves as a Board Member for the Fulfillment Fund in Los Angeles and is also actively involved in the Peninsula Education Foundation, which raises funds for the Palos Verdes Peninsula Unified School District. Marco currently resides in the South Bay area of Los Angeles with his wife and two children.

CA Insurance License #oC55711.  Resident State CA.

Kennedy Reardon takes time to listen and learn in order to build trust with each client. He takes great care in researching and presenting the best internal solutions to effectuate clients’ needs. Kennedy conducts new client onboarding and oversees the administration of ultra-high-net-worth client accounts. His day-to-day responsibilities include interfacing with clients, facilitating money movements, and maintaining client accounts.

Kennedy joined the team after spending two years in the Financial Advisory Development Program at Merrill Lynch. He holds his FINRA Series 7 and 66 registrations, a California Insurance license and earned a B.A. from the University of California, Santa Barbara.

Kennedy has long loved the ocean and has donated much of his time to organizations such as the Las Olas Foundation and Project Save Our Surf. Away from the office, Kennedy enjoys surfing, golfing, reading and spending time with friends and family.

Eric Zurbrugg believes that understanding the “why” will best inform the “how” when building investment plans for clients. He helps clients explore their underlying motivators as part of his qualitative approach. Eric provides customized investment and life plans for clients to ensure that their wealth is managed, protected, and transitioned with care.

Eric began his career in financial services at Wells Fargo Bank as a personal banker. After managing branch locations in Santa Monica and Marina Del Rey, he became a private banker and later transitioned to Wells Fargo Advisors in 2017 as a financial advisor. Eric completed his B.A. in Business at the University of Southern California and earned his Certified Financial Planner (CFP®) from UCLA.

Eric serves as Co-Chair of the USC Economics Leadership Council, which provides career guidance to students and alumnae, as well as hosts networking events with thought leaders in the economics industry. Eric resides in Playa del Rey with his wife, son, and daughter. Away from the office, he enjoys hiking, golfing, skiing, and coaching AYSO soccer.

CA Insurance License #0E87748.  Resident State: CA.