Mark Cecchini (CFP®)

Mark Cecchini focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

High Net Worth Client Needs

Investment Advice with Ongoing Management

Tax Planning

Planning Specialties

Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified College Financial Consultant (CCFC), and has successfully completed Level I and II of the Chartered Financial Analyst (CFA) program. His passion for financial advice began as an undergrad student at Virginia Tech while following the Financial Planning program within the Pamplin College of Business. Mark’s planning specialties include comprehensive financial planning, portfolio management, retirement planning, and tax consulting.

Additional Information

Mark cares deeply about his clients and has made a career of serving individuals and families in a fiduciary and fee-only advisory capacity. Mark is originally from the Lehigh Valley but has lived all over the country including Western NY, Northern VA, District of Columbia, Los Angeles, and Bozeman, Montana. He has decided to pay it forward in the by serving as an instructor for UCLA Extension’s Personal Financial Planning program, leading courses in Ethics and Income Taxation.

Outside the office, you can almost always find him with his puppy Beckett, an Australian Labradoodle with an endless supply of energy and affection.