Mark Cecchini is a financial advisor with over 10 years of wealth management knowledge and practice.
Mark advises on the strategic direction of the firm’s wealth planning vertical. His experience includes helping high-net-worth tech founders, employees, corporate executives and business entrepreneurs achieve their financial goals through comprehensive planning and high-touch client service.
Mark also serves as an instructor of Income Tax and Ethics at UCLA Extension’s Personal Financial Planning Certificate program. When he’s not serving clients, Mark enjoys traveling, cooking, fitness and spending time outdoors with his wife, Jade; their daughter; and their dog, Beckett.
Education and Designations:
- Virginia Tech – B.S. in Finance (concentration in financial planning)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified College Financial Consultant (CCFC)
- Completed Levels I and II of the Chartered Financial Analyst (CFA) program
