Board, Senior Staff


Mark S. Rothstein, CFP, RIA, EA



Mark Rothstein is one of the USA’s top Certified Financial Planners and Income Tax Specialists. He has three decades of experience in the fields of personal finance and investment. Mark is Founder and President of Tri-Star Income Tax and Financial Services, one of the largest Wealth Management Firms in the Los Angeles area. He is also past President and Chairman of the Board for the Los Angeles Financial Planning Association – which presides over the Certified Financial Planners of greater Los Angeles. Mark is a member and educator for the Board of Governors of the National Institute of Estate Planners.


Mark is known to and applauded by millions of radio listeners, nationwide, as “Mr. Money” – #1 rated talk show. In addition to his “Mr. Money” radio talk show, Mark has been featured on NBC Nightly News, and a frequent commentator on the Fox Business Channel. He is also co-author of the personal finance book “Love, Money and Control”. Mark was recognized by the Consumers’ Research Council of America as one of the top Financial Planners in the USA (2008-2012). He was also featured in Los Angeles Magazine as one of the Top Financial Planners (2011-2012).


Mark is philanthropic with his time, financial expertise, and money with Charitable Foundation Boards: Midnight Mission (ending homelessness), Washington Institute (peace among nations), and the American Jewish University (religious self-expression). He teaches a comprehensive, three day money-seminar, nationwide to thousands of students, with graduates in action to put their entire financial life in order toward massive wealth creation.