Mark Cecchini
Comprehensive wealth management and equity advice for people in tech/crypto with $2m+.
Quadrant Capital · Center Valley, Pennsylvania
Mark Cecchini is a fee-only financial advisor at Quadrant Capital in Center Valley, Pennsylvania, who holds the CFP credential. Mark charges a percentage of assets and a flat fee or retainer and focuses on crypto & digital assets, small business owners and retirement planning.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Early-career professionals
- Founders
- Pre-retirees
- Multi-generational families
About
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.
Services
- 401(k) & IRA Management
- Alternative Investments
- Cash Flow Planning
- Executive Compensation
- Family Office Services
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Portfolio Management
- 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
- Risk Management
- Stock Option Planning
Facts
| Firm | Quadrant Capital |
|---|---|
| Based in | Center Valley, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | $1B - $5B |
| Firm founded | 2014 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in CA, PA · CRD 5924081 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | quadcapco.com |
| Profile |
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Questions about Mark
Is Mark Cecchini a fee-only financial advisor?
Yes. Mark Cecchini is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark charges a percentage of assets and a flat fee or retainer.
Where is Mark Cecchini based?
Mark Cecchini is based in Center Valley, Pennsylvania.
What does Mark specialize in?
Mark's specialties include crypto & digital assets, small business owners, retirement planning, equity compensation and family wealth transfer. Mark works with high earners, ultra high net worth, executives, early-career professionals and founders.
What credentials does Mark Cecchini hold?
Mark Cecchini holds the CFP credential.
Is Mark Cecchini registered with the SEC?
Yes. Mark Cecchini is registered as an investment adviser representative in CA and PA (CRD 5924081), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Quadrant Capital manage?
Quadrant Capital reports $1B - $5B in assets under management.
How do I contact Mark Cecchini?
Through Mark's website, quadcapco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Quadrant Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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