Mark Leavitt, CPA

Mark Leavitt, CPA

Principal

Mark is a South Bay transplant who grew up in San Jose, went to Bellarmine College Preparatory and received a degree in accounting at San Jose State University. He was attracted to the order and structure of being a CPA and finds it enjoyable to take what some may see as a mess and provide a solution with a clear path for success.

He met and married his wife, Raylene, in San Jose. They moved to Santa Rosa in 2001 with their 2-year-old son and 6-month-old daughter.

Mark took over a small tax practice in Sebastopol and purchased another along the way. In 2008, an elderly tax client came in for a tax appointment and told him about being sold an annuity. This investment was clearly not in her best interest, but it was too late to remedy. Due to this, Mark was inspired to become an investment advisor and opened Leavitt Wealth Management in 2009 so he could help clients avoid similar mistakes and assist others in obtaining their long-term goals.

In 2019 he joined Meritas and continues to work at the Santa Rosa office. Joining Meritas allows Mark to educate and guide even more clients with additional resources that the firm provides. He is very happy being a part of such a great team that enjoys life and shares the passion of helping others.

Mark served on the Fountaingrove Club’s board and was President of the club during the fire that destroyed the facilities. He learned a lot about the courage and resilience of our community. He enjoys golf, bourbon tasting and travel. His son, Andrew, is attending CalPoly in San Luis Obispo studying engineering. His daughter, Makena, is a senior in high school.