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Mark A. Picchi

Mark A. Picchi

Co- Founder & Financial Advisor

With nearly 30 years experience in personal financial planning and corporate retirement planning, Mark is well-appointed to help clients pursue their financial goals. He believes that each client's situation is unique and must be tailored to meet their distinct needs. Mark is a passionate family man who understands the importance of creating a financial game plan for his clients.

Mark served in the US Air Force in Law Enforcement on the elite Emergency Services Team. He performed tactical search and rescue operations throughout the Pacific. Following his assignment overseas, he was selected to the Presidential Support Division at Andrews Air Force Base, MD as a Presidential Guardian for President Reagan, Vice President Bush, and many foreign dignitaries. Mark enjoys working with fellow Veterans.

Mark earned a degree in engineering before transitioning into the financial field. He grew up in Boston, MA, and moved to Florida with his wife and two children in 2001. Mark enjoys many outdoor activities including boating, fishing, swimming, camping, and cycling. He enjoys opportunities to give back to the local community.

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