Mark Cocorullo

Mark Cocorullo

Mark Cocorullo | CFP® | Advisor | Wealth Management

Stuart, FL | 772.419.4044 | Email
Service Areas | Financial planning, investment analysis, wealth management, healthcare finance and operations

Mark develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.

Experience

Mark brings 40 years of experience in business management and 20 years in investment management and financial planning to his clients at Rehmann. Prior to joining Rehmann, Mark served as the chief financial officer and senior vice president at Martin Health for 35 years.

Mark applies his understanding of world economics, broad knowledge base and analytical skills to each client’s individual situation.

Mark received his CFP® certification from the Certified Financial Planner™ Board of Standards. He keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.

A Closer Look

  • To tie together his financial and business management skills, Mark is a member of the American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants.
  • Continually expanding his knowledge, Mark is a member of the College for Financial Planning, the “nation’s premier provider of graduate-level financial education.”

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 701 Colorado Ave., Stuart, FL 34994 | 772.283.7444

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