Mark Stancato Email & Phone Number
@x8drums.com
2 phones found area 917 and 800
LinkedIn matched
Who is Mark Stancato? Overview
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Mark Stancato is listed as Founder and Lead Advisor at VIP Wealth Advisors, a company with 1 employees, based in Burbank, California, United States. AeroLeads shows a work email signal at x8drums.com, phone signal with area code 917, 800, and a matched LinkedIn profile for Mark Stancato.
Mark Stancato previously worked as Senior Planner at Range and Founding Partner | CEO | CFO at X8 Drums & Percussion, Inc.. Mark Stancato holds Bachelor Of Science (B.S.), Financial Planning And Services from Purdue University.
Email format at VIP Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Mark Stancato. Compare company email patterns before reaching out.
About Mark Stancato
CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, Equity Compensation Associate, and Chartered Retirement Plans Specialist focused on helping clients navigate complex topics like stock options, investment planning, advanced tax planning issues, retirement planning, portfolio design, estate/succession planning, and strategic philanthropy. Experience as a start-up founder and entrepreneur, starting and operating two profitable hardline retail companies. Professional film and stage actor in Los Angeles including proud AEA member.
Listed skills include Drums, E Commerce, Music, Music Production, and 32 others.
Mark Stancato's current company
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Mark Stancato work experience
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Senior Planner
CurrentAll-In-One Wealth ManagementTax, investment, cash flow and estate planning—in one place.
Founding Partner | Ceo | Cfo
Current- Co-founder of musical instrument brand and online retail outlet for drums and percussion products.
- Define and lead vision for the company.
- Perform CEO functions as the face of the company including networking, sourcing and building company culture.
- Utilize CFP skills as the company’s CFO in financial negotiations, tax planning and in developing growth strategies.
Lead Planner
Mark is a CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent, Equity Compensation Associate, and Chartered Retirement Plans Specialist focusing on helping clients navigate complex topics like stock options, starting a family, tax planning issues, retirement planning, portfolio design, estate/succession planning, and strategic philanthropy.
Wealth Advisor And Business Consultant
- TD Ameritrade business consultant working as a Certified Financial Planner tasked with creating a robust online suite of financial planning tools for their client base.
- Pro bono financial planning with the Foundation for Financial Planning.
- Business consultant for a third-party RIA firm providing financial planning services to military families including Gold Star families that have lost a family member in the line of duty. VA administered.
Senior Wealth Advisor
- Advised ultra high net worth celebrity clientele in the areas of wealth creation, preservation, and transfer.
- Created and implemented sophisticated strategies for: tax optimization, retirement planning, portfolio design, estate/succession planning, and strategic philanthropy.
- Managed wealth-planning group, both in New York and Los Angeles, for: technical analysis, client report oversight (design, efficiency, improvement), and disseminating legislative tax updates.
Advanced Markets Manager
- Researched advanced client case scenarios, formulated solutions, and implemented recommendations for high net worth clients including business owners, corporate executives, and affluent families.
- Assisted representatives in developing comprehensive financial plans in the areas of retirement planning, tax planning, risk management, investment, and estate planning.
- Management responsibilities included case preparation, development and supervision of marketing materials, seminar delivery, instruction, and approval.
Certified Financial Planner
- Estate planning and software specialist for the New York state financial planning group.
- Designed customized financial plans for professionals and teacher clients in the areas of retirement, tax, estate, insurance, and investment analysis.
- Promoted the financial counseling program to schools throughout the five boroughs by conducting educationally based seminars for New York State United Teacher (NYSUT) members.
Assistant To The Director Of Financial Planning
- Assisted in the development of company training programs for Planners. Assisted with company-wide transition to new financial management software.
Mark Stancato education
Bachelor Of Science (B.S.), Financial Planning And Services
Bachelor Of Science (B.S.), Business Family And Consumer Sciences/Human Sciences
Frequently asked questions about Mark Stancato
Quick answers generated from the profile data available on this page.
What company does Mark Stancato work for?
Mark Stancato works for VIP Wealth Advisors.
What is Mark Stancato's role at VIP Wealth Advisors?
Mark Stancato is listed as Founder and Lead Advisor at VIP Wealth Advisors.
What is Mark Stancato's email address?
AeroLeads has found 1 work email signal at @x8drums.com for Mark Stancato at VIP Wealth Advisors.
What is Mark Stancato's phone number?
AeroLeads has found 2 phone signal(s) with area code 917, 800 for Mark Stancato at VIP Wealth Advisors.
Where is Mark Stancato based?
Mark Stancato is based in Burbank, California, United States while working with VIP Wealth Advisors.
What companies has Mark Stancato worked for?
Mark Stancato has worked for Vip Wealth Advisors, Range, X8 Drums & Percussion, Inc., Brooklyn Fi, and Self-Employed.
How can I contact Mark Stancato?
You can use AeroLeads to view verified contact signals for Mark Stancato at VIP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Mark Stancato attend?
Mark Stancato holds Bachelor Of Science (B.S.), Financial Planning And Services from Purdue University.
What skills is Mark Stancato known for?
Mark Stancato is listed with skills including Drums, E Commerce, Music, Music Production, Music Industry, Studio Recording, Percussion, and Entrepreneurship.
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