0
Client Reviews
0.6% to 1%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
My ideal client has:
—$2m+ of liquid investments
—1-3 complexities in their circumstances that warrant a deep level of financial & tax planning, such as:
—Company equity
—Family planning
—Business income or consulting
—Liquidity event planning
—Private investments & K-1s
—$2m+ of liquid investments
—1-3 complexities in their circumstances that warrant a deep level of financial & tax planning, such as:
—Company equity
—Family planning
—Business income or consulting
—Liquidity event planning
—Private investments & K-1s
Clients who wouldNOTbe a good fit
—Not default kind —Speculative investors looking to hit home runs every year
—Not receptive to advice
—Not bought in to comprehensive wealth management approach
—Not receptive to advice
—Not bought in to comprehensive wealth management approach
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$2,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.6% to 1%
Flat Fee/Retainer
$15,000 to $100,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Mark Cecchini, CFP® - Quadrant Capital
I have helped high-net-worth tech founders, employees, corporate executives, and business entrepreneurs achieve their financial goals through comprehensive planning and high-touch client service for over 11 years.
I work with clients to provide a wide range of services, including:
→ Cash Flow Planning
→ Stock Options, RSUs, Founder's Stock
→ Pre-IPO and Liquidity Event Planning
→ Trust and Estate Planning
→ Investment Management
→ Insurance Planning
→ Retirement Planning
→ Large Purchase Planning
→ Major Life Event Planning
→ Risk Management
→ Charitable Giving
→ Tax Planning
→ Private Investments
→ College Funding
→ Banking & Borrowing Coordination
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified College Financial Consultant (CCFC), and have completed Levels I and II of the Chartered Financial Analyst (CFA) program.
My degree in Finance & Financial Planning from Virginia Tech's Pamplin College of Business is where my passion for helping people with their finances began. Outside of working with clients, I’m committed to advancing financial education by teaching aspiring advisors and creating social media content that makes finance more intuitive.
I also serve as an instructor for UCLA Extension’s Personal Financial Planning Program, providing courses in Ethics, Income Tax Planning, and Financial Planning Internships.
I work with clients to provide a wide range of services, including:
→ Cash Flow Planning
→ Stock Options, RSUs, Founder's Stock
→ Pre-IPO and Liquidity Event Planning
→ Trust and Estate Planning
→ Investment Management
→ Insurance Planning
→ Retirement Planning
→ Large Purchase Planning
→ Major Life Event Planning
→ Risk Management
→ Charitable Giving
→ Tax Planning
→ Private Investments
→ College Funding
→ Banking & Borrowing Coordination
I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified College Financial Consultant (CCFC), and have completed Levels I and II of the Chartered Financial Analyst (CFA) program.
My degree in Finance & Financial Planning from Virginia Tech's Pamplin College of Business is where my passion for helping people with their finances began. Outside of working with clients, I’m committed to advancing financial education by teaching aspiring advisors and creating social media content that makes finance more intuitive.
I also serve as an instructor for UCLA Extension’s Personal Financial Planning Program, providing courses in Ethics, Income Tax Planning, and Financial Planning Internships.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
3 Client Reviews
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
