Mark BatesCFP®, CPWA®

Principal | Wealth Advisor

Bay Area

Mark BatesCFP®, CPWA®

Principal | Wealth Advisor

Bay Area

Mark Bates joined Adero in 2013 and has over 16 years of financial services experience.

Prior to joining Adero, he spent five years at a boutique multi-family office working with ultra-affluent families and individuals.

Mark graduated Cum Laude in Economics from the University of St. Thomas, in St. Paul, Minnesota. He enjoys road cycling and kiteboarding. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional.

What drew you to wealth management?

I enjoy helping people, so having the ability to create a beneficial and lasting impact on clients’ lives is really fantastic and important to me. Secondly, the ever-changing financial markets fascinate me and provide continual learning opportunities.

What do you enjoy most about Adero?

Our great clients, my talented coworkers, and our collaborative & engaging atmosphere. We work hard here, yet we still have fun and enjoy ourselves. I wake up every day excited to head into work.

What do you feel is the biggest value Adero brings to its clients?

Our ability to provide truly comprehensive wealth management and advisory services – there is very little that we cannot do for our clients. The lasting and harmonious relationships we create with our clients is something we are all very proud of.

Which quality makes you best suited to provide wealth management services?

My intellectual curiosity mixed with my dogged desire to always deliver 100% effort and top-notch results.

If you could play any character from a movie, whom would it be?

William Wallace in Braveheart. His unwavering courage to fight for his people’s rights, honor, and land in the face of certain death was extremely noble and honorable.

What's the most influential book you've read and why?

Caught Inside by Daniel Duane. It’s a memoir of his year spent surfing the Northern California coast and it helps remind me to appreciate the small details, routines, and minutia in life.

Who in history (living or not) would you most want to meet?

Ernest Hemingway, Jim Morrison, and Albert Einstein would make for a great dinner party. Ernest would regale us with his stories of past exploits in Italy, Paris, Key West, and Cuba, Jim would mesmerize us with his shamanic dancing and fiery poetry, and Albert would enlighten us on the mysteries of the universe.

Sign-up to receive insights for managing your wealth

Whether you have a specific question or you're interested in learning more about our tailored approach to managing your wealth, we would like to begin a conversation with you.

Investable Asset Range
How Can We Help You?