Manhattan Beach
Our Manhattan Beach office is located in the Sand Section just a few blocks from the pier. Our team delivers personalized service across wealth management, financial and estate planning, tax strategy, alternative investments and more. Please contact or visit us to explore how we can support your wealth journey.
Office Leadership
Mark Udis is a Partner of Certuity. Since joining in 2005, he has led the firm’s growth and served high-net-worth clients here for nearly twenty years. A local of Manhattan Beach, he’s actively involved in the community.
Mark is consistently recognized as a top wealth manager. He’s both a Forbes Best-in-State Wealth Advisor1 and a Barron’s Top Financial Advisor2 for 2024.
- The recognition was issued April 3, 2024 and applies to April 2024 – April 2025.
- The recognition was issued March 10, 2024 and applies to March 2025 – March 2025.
Sophisticated Wealth Strategies Tailored to You
We don’t offer generic advice. We craft a fully customized wealth strategy for you and your family.
Financial Planning – Rigorous roadmap designed for long-term security and growth
Investment Management – Tailor-made portfolios customized to your goals
Tax Strategy – Strategies to maximize wealth preservation
Estate Planning – Structure your wealth for future generations
Exit & Liquidity Planning – Guidance at every stage from growth to sale to transition
Cash Flow Management – Optimize cash reserves in balance with long-term goals
Private Investments – Curated opportunities not typically available to individual investors
Family Office – Comprehensive wealth management for UHNW families
Philanthropy – Maximize charitable impact in alignment with your legacy
Industry-Ranked Advice
Certuity is a 2024 Forbes America Top RIA Firm. 1
Our advisors are widely recognized and have been featured in Barron’s Top Financial Advisors for 10 years running. 2
- The recognition was issued October 8, 2024 and applies October 2024 through October 2025.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.