Vice President
About Anselmo Investment Management
Founded in 1991 and based in Temecula, California, Anselmo Investment Management has spent more than three decades helping individuals, families, and businesses navigate their financial lives with clarity and confidence. From the beginning, our firm was built on a simple belief: our clients’ goals always come first.
We work with a diverse range of clients—from individual and family wealth planning to small and large-scale employer retirement strategies—delivering comprehensive, customized strategies designed to grow and preserve wealth over time. No two clients are the same, and we take pride in building long-term relationships rooted in trust, transparency, and personal attention.
As an independent, fee-based firm, we are not tied to any specific investment or insurance company. This independence allows us to remain flexible and select strategies that are truly aligned with your needs—not product quotas or outside agendas. Simply put, we work for you.
Our clients benefit from institutional-level resources, including industry-leading trading platforms, broad access to global equity and fixed-income markets, and retirement plan strategies supported by specialized partners. This depth of access allows us to identify opportunities across markets, including carefully researched undervalued investments, while maintaining a disciplined approach to risk management.
At Anselmo Investment Management, experience matters—but so does passion. We are deeply committed to guiding our clients through every stage of life and every market cycle, providing steady advice, proactive planning, and a partnership you can rely on for the long term.
Who We Serve
Individuals and families seeking thoughtful, long-term financial planning
Business owners and employers looking for reliable, well-managed corporate retirement plans
Mark Anselmo, CFP®
Founder & President
Mark has been in the Financial Services industry since 1991 and holds a Bachelor of Science degree in Finance. During his career, he has held Management and Senior positions with the largest investment and insurance companies in the world, including Fidelity Investments and Lincoln Financial Group. Mark has earned the CFP®/Certified Financial Planner designation, which is known as one of the specialized certifications to have as a Financial Advisor. He also holds his FINRA Series 6, 7, 26, and 63 security licenses with LPL. Mark’s specialty lies in the Retirement Plan area which includes 401(k)/403(b) design and implementation as well as IRA’s for self-employed and individuals. His corporate and institution plans have included USC, State of California, The Aerospace Corporation, Pepperdine University and more. His goal is to bring specialized retirement planning to his community.
Client relationships are of the utmost importance to Mark as he views them as his extended family. His goal is not to build a “super-sized” firm where you feel like you have to take a number to receive service. In fact, on the Private Wealth Management side of his business he is only accepting limited clients at this point because this intimate relationship is so important to him.
Community involvement is a large part of Mark’s world. His youngest son was diagnosed with Autism in 2003 and he and his wife, Kathy, started a non-profit to help raise awareness and support the local Autism community. This organization was called Our Nicholas Foundation and has been recognized as the Charity of the Year in 2010 by the Temecula Chamber of Commerce and nominated again in Murrieta in 2015. Currently, his family and the AIM team have a non-profit called AIM for Good. This non-profit is designed simply to help any non-profit or individual in need.
Mark has received recognition in both his industry and philanthropy work throughout the years, including…
- Temecula “Citizen of the Year” – Chamber of Commerce – 2008
- Invest in Others Philanthropic “Financial Advisor Lifetime Achievement Award” – 2017
- Local Hero Award – Cure Autism Now/Autism Speaks – 2010
- Family First Award – 2012
- Coach of the Year – Temecula United Soccer Club – 2013
- Temecula Citizen of the Year Nominee – 2014
- Invest in Others Philanthropic “Financial Advisor of the Year – Honorable Mention” – 2015
Lifetime Achievement award from Invest in Others in Manhattan with Guy Adami from CNBC
Mark is married to his beautiful wife, Kathy, and has two wonderful sons, Anthony and Nicholas. They have lived in the Temecula Valley for over 30 years.
