Mark Cecchini, CFP®

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Mark Cecchini, CFP®

Mark Cecchini, CFP®

@markcecchini

Personal CFO for 7-8 figure tech employees, founders & business owners • Director, Wealth Solutions @ Quadrant Capital • Tweets ≠ Advice • Book an intro call ↓

Lehigh Valley, PA Katılım Ekim 2012
701 Takip Edilen16K Takipçiler
Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
~2 weeks away from having 2 under 21 months. how.
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T-Rey
T-Rey@T_Rey_19·
@markcecchini My daughters are 20 months apart. It’s honestly incredible. You’ll have a blast.
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Patricia/Road to FI
Patricia/Road to FI@gottlebee·
I transferred my Robinhood account to Fidelity. Did I make a wrong move?
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RDC
RDC@RyanDelCarlo·
@markcecchini I have Irish twins (364 days apart) it’s a blast! Enjoy it!
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Daniel Keever
Daniel Keever@danielkeeverEFM·
@markcecchini Once you’re out of those choppy first couple months, it’s incredibly fun
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StudentLoanAdvice
StudentLoanAdvice@StudentLoanAdv·
@markcecchini Life will keep getting better. Three under six right now. It's tiring but so much fun.
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Andrew Hall
Andrew Hall@AHallVirtus·
@markcecchini I had 3 in under 18 months. It’s all good. The cowards never started, the weak died along the way…then there’s us.
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
@loudc2255 thanks a lot. we make good use of that for sure...need a separate cloud account for all of them...
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loudc
loudc@loudc2255·
@markcecchini Congrats to Your family. I blinked and I have 13&11. Honestly the best tech we have is phone cameras. Instant pic or record. I regularly search my photos by date and the memories are there.
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Parsa Vahid
Parsa Vahid@PVahid·
@markcecchini 2 under 22 months here. Lots of work initially, but so worth it when they grow up and play together. Enjoy it!
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
Doing a favor for an advisor of mine who is looking for a few new people to join his growing independent RIA. (Last time I did this, it led to a new hire) If you are interested, click the link in the comments. Two open roles: 1. Associate Advisor (Remote Position) 2. Client Service Associate or Operations Lead (Remote Position) Description: --High growth RIA led by founder with a 20-year institutional investment background who has MBA, CFA, CPA. --The firm is around 5 years old, so the future growth opportunity of the role does not have limits. >$400M AUM and adding >$100M per year --Looking for learning machines who are passionate about partnering with clients, continuous improvement and teamwork. --Open to any experience level but at least 2-3+ years of related but not exact experience and with an independent RIA a plus. --Business owner niche with tax efficient and investment-led focus. HNW to UHNW client partners. --No sales responsibilities but not opposed to it.  The funnel does not require additional prospects. --Flexible on taking the positions to whatever makes sense for the person’s interests and capabilities. --For Associate Advisor, CFP, CFA or CPA/EA preferred as well as Bachelor’s degree and ability to take over $1-5M+ AUM clients as lead or team approach over the coming years.
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
It’s a mostly pointless exercise to speculate on where the company stock price goes from here Too many unknowns around future liquidity, IPO, macro factors, etc All focused on the individual case, plus they are capped anyway so there’s going to be a massive amount of skin left in the game regardless
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Jordan McFarland, CFP®, EA
Jordan McFarland, CFP®, EA@JrdnMcFarland·
How deep do you actually get into company fundamentals, likelihood of appreciation, etc. I could talk ISOs, NSOs, etc until I'm blue in the face, but I think where our value comes in is when we leave them with the conviction to either hold or sell and what to do from there with the proceeds. Are you making this more a quantitative or qualitative approach?
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Mark Cecchini, CFP®
Mark Cecchini, CFP®@markcecchini·
The hottest company in the world is allowing its employees to turn equity into cash at ~$259/share. Here’s what the tender offer timeline actually looks like (we're in it right now with just a few days to go):
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StripMallGuy
StripMallGuy@realEstateTrent·
sitting down with my wife tonight to go over what we are spending. have not done this in a while. third kid coming in june. wish me luck
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