Mark Cecchini, CFP® -- Quadrant Capital
Typically responds within 24 hours
FOUNDING YEAR
2014
NUMBER OF EMPLOYEES
6 - 20 employees
Mark Cecchini, CFP® -- Quadrant Capital's Assets Under Management (AUM)
$1B - $5B
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Blend of both
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
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.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$2,000,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.6% to 1%
Flat Fee/Retainer
$15,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
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
They are default kind, buy in to our process, and are a joy to serve.
—$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
They are default kind, buy in to our process, and are a joy to serve.
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
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.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
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Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
