Mark Cecchini, CFP®
@markcecchini
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Personal CFO to top performers in tech & business @ Quadrant Capital • Instructor of Tax Planning @ UCLA PFP • Planning. Equity. Investing. Tax. • Tweets≠Advice
Lehigh Valley, PA
Joined October 2012
Lots of new followers as of late. Sincere thanks for being here. I’ve been posting content on this platform nearly every day for 850+ days. It has unequivocally changed my career. Here’s who I am, why I’ve invested time here, and examples of content you can expect ↓ ↓ ↓.
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At the end of the work week I try to answer these 3 questions honestly: . 1) What did you do this week to improve the end client experience?. 2) What did you do this week to drive revenue growth? . 3) What did you do this week to further your abilities as an advisor?.
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It’s been ~5 months since Jade made the conscious choice to become a full-time Mom. In that time, we’ve now fully replaced her salary + bonus + 401k match and then some. Notice how I said *we*. If she goes back to work at some point, it will be by ~choice~, not necessity.
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New client has a pension of $220,000 per year…. 3% annual cost of living increase. These are mostly extinct, but still blows me away when I come across one IRL. Gen X and below…we’re on our own for retirement.
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Always meet your mutuals!. Great hanging with my guy @ryanOpulus today. a fellow advisor and family man from the great state of PA doing things the right way . (and a great account to follow here)
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I have worked a handful of clients who were really into investments and digging deep upfront and ongoing. I have never worked with a *single* client who didn’t take some level of interest in our financial planning efforts . I’ll let you decide which is more important.
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“Daddy can I have your Amex? I’m going shopping with my friends.”
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Some of what I do is absolutely quantifiable in real dollar terms / ROI. Some of what I do is never going to be quantifiable. Ever. Imagine if we only paid for things in life that had a quantifiable, well-defined monetary benefit.
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If you want to explore working together, the link’s in my bio. Otherwise, I’m excited to keep building and sharing real, valuable content with great followers and professional colleagues. Thanks for being here!.
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Outside of advising, I teach income tax planning and ethics at UCLA’s CFP program and am (still) working toward CFA (will sit for Level III again eventually). I lead wealth solutions at Quadrant Capital, a ~$2B RIA with a lean team of 20.
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I’ve guided clients through:. • Clearing six-figure debt.• Buying homes and investment properties.• Retiring on their terms.• Structuring estates to last generations.
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• Served hundreds of clients from young professionals with student loans to UHNW.families worth hundreds of millions. • Spent 2 years at MFO in LA. • Spent time at 3 different startups (Range, Facet, Compound) before returning to the traditional/comprehensive RIA space.
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Quick background:. • Studied Finance & Financial Planning at Virginia Tech's CFP program.• Found my professional calling at 19 and never left .• CFP since 2015.• Born in Rochester NY, raised in Allentown PA.
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I started here for 2 main reasons:. 1) Educate above all and share what I’ve been incredibly privileged to learn for the past 15 years . 2) Get my name out there to a MUCH larger audience.
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How can you support?. - Like, comment, follow, and provide feedback either way.- Repost if you see something that resonates.
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Why the growth push? Because people are hungry for:. • Clarity in a confusing system with more noise than ever.• Practical financial knowledge.• A voice that’s not selling a product or pushing an agenda for a corporation. That’s what I try to provide.
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I aim for ultimate transparency. Always. When I started posting here in May ‘23, I had ~180 followers. Today: . 10,100 on X and 7,600 on LinkedIn. Not the biggest account. Not interested in clickbait or going viral.
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I'm working on my own personal website which will be an evergreen repository for dozens of custom works (visuals, tools, long-form threads). Hoping it will be ready by end of Sept if all goes well.
Got the green light for my new website this week…. It will house 2 years’ worth of daily, 100% original content and anything going forward that’s worthy of an evergreen format. Working with a developer/designer to create something unique and on brand. Threads, Canva visuals,
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Giving back to the advisory community by sharing my process, tools, and what's working.
They never taught you how to develop new business. That’s something we should change. Here’s how I went from being a mid-salary service advisor to tripling my income in 3 years (and on track to 4x it by mid next year) ↓ ↓ ↓
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"Top 10" rundowns (ex: blind spots for HNW and high income).
You make $500K, $1M, even $5M/year. Your net worth has multiple commas. But here’s the uncomfortable truth:. High income and/or High net worth ≠ bulletproof finances. Here are 10 blind spots I've found in almost every high performer I've met (with resources to fix them):.
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