Mark A. Faccone, CFP®, CDFA®, is the dynamic CEO of The Private Client Advisory Group. With over 25 years of experience in financial services, Mark has honed his expertise in helping clients navigate their financial journeys. As a CERTIFIED FINANCIAL PLANNER® and CERTIFIED DIVORCE FINANCIAL ANALYST™, Mark’s approach is rooted in creating a comfortable, collaborative atmosphere where clients feel empowered to plan for their futures.
When Mark isn’t guiding clients, he’s likely on the water, indulging in his love for fishing, boating, and playing guitar.
Professionally, Mark holds Series 7 and 63 licenses with LPL Financial and Series 65 with The Private Client Advisory Group, LLC. He is also fully licensed to conduct insurance-related business, including life insurance, long-term care insurance, annuities, and disability income insurance.
Whether at the office, on the water, or with his guitar in hand, Mark’s steadfast focus on the future ensures that every client’s financial journey is as smooth and enjoyable as possible.
Mark is the CEO of The Private Client Advisory Group. Mark holds certifications as a CERTIFIED FINANCIAL PLANNER®, CERTIFIED DIVORCE FINANCIAL ANALYST™ Mark has worked in financial services for over 25 years.
As an Investment Advisor Representative (IAR) with his Series 7, 63 held with LPL Financial and Series 65 held with The Private Client Advisory Group, LLC. He is fully licensed to conduct insurance related business, such as, life insurance, long term care insurance, annuities, disability income insurance, etc.
With over 25 years of experience, Mark creates a comfortable atmosphere to collaborate on the plan for the future. Mark’s steadfast focus on the future cultivates a positive environment for all who collaborate here
Securities Registrations: Florida, New Jersey, New York, Pennsylvania, South Carolina.