Mark Cocorullo, CFP®
Advisor, Wealth Management
Location
Stuart, FL
772.283.7444
Education
Northeastern University
BS, accounting
University of South Carolina
MS, healthcare finance
Current Role
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.
Service Areas
- Comprehensive financial planning
- Investment analysis and portfolio design
- Healthcare finance and operations
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.”
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. 800 SE Monterey Commons Blvd., Suite 102, Stuart, FL 34996 | 772.283.7444
Send a quick note:
"*" indicates required fields