Our Team

Mark Jongewaard joined Bernard in 1994. Mark received his Bachelors of Arts in Economics and Political Science as well as his Masters of Business Administration from the University of California Los Angeles.

Mark is President and Co-Founder of Playa Financial, Inc. and is a Registered Representative of LPL Financial.

Prior to this, Mark spent over a decade in Transportation Operations Management in both the United States and Canada.

Tami Moran received her Bachelors of Arts in Communications and Marketing from California State University Long Beach.

Tami joined Playa Financial, Inc. in 2005 as an Office Manager. Before joining Playa Financial, she spent over a decade in the software industry.

Bernard Jongewaard CFP® provided Financial Planning to families since 1963. Mr. Jongewaard held a Bachelor of Arts from the University of Southern California. He served as a commissioned officer and pilot with the United States Navy before receiving a Masters of Divinity from Yale University.

Bernard became a CERTIFIED FINANCIAL PLANNER™, professional in 1977 and in 1983 was a founding member of Associated Planners Securities Corporation, the predecessor of Associated Securities Corporation.

Bernard was the Co-Founder of Playa Financial, Inc. and was a Registered Principal of LPL Financial. 

Bernard passed away in May 2020.