Mario Riccadonna, CFP®, EA
Mario Riccadonna,
CFP®, EA
Financial Planner
At Note, we know that two things in life are inevitable: Taxes. And Mario. Not many financial advisors would help their clients plan for tax season. But then again, they’re not Mario. He’s got a knack for making a process most people compare unfavorably with death remarkably smooth. When it comes time to pay Uncle Sam his allowance, you want Mario on your side. Which is one of many reasons he’s a perfect fit for our Note team.
Mario comes to us from a firm in Dallas, Texas. His ears pricked up as soon as he heard one of our favorite phrases here at Note: “We think people who only care about money are boring.” We’re glad he noticed us, because we need people like Mario to truly see more than our clients’ money. Never one to go small, Mario holds two B.S. degrees in Finance and Business Economics from Penn State. He is also a CERTIFIED FINANCIAL PLANNER(™) and an Enrolled Agent with the IRS.
When he’s not helping his clients plan to achieve their life dreams, Mario is spending some serious quality time with his wife and brand new baby boy. They love a friendly game of pickleball (the baby’s got a really spicy serve) and maybe a night out under the stars afterward. Mario also has an eye for film photography and the gills for a scuba dive every now and then. People keep telling him he could combine these two passions. We’ll see.
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