How to Build a Personal Capital Stack with Mark Cecchini, Quadrant Capital
Update: 2025-06-18
Description
Your business is growing—but is your personal wealth strategy keeping up?
In this episode, I sit down with Mark Cecchini, a wealth advisor who works with high-growth founders, to break down what it really means to build a personal capital stack.
🎧 We cover:
- Why “just invest in Vanguard” isn’t a real plan
- How to make decisions when income’s uneven
- What to do with cash that’s sitting idle
- When to stop DIY’ing and bring in a pro
If you’ve ever felt behind on your own wealth strategy, this one’s a must-listen.
Want help finding clarity, control, and momentum in your business? Let's grow beyond the plateau together. ⟶ Chat with A.J.
🔗 Resources + Guest Links:
- Mark Cecchini: X, LinkedIn
- Quadrant Capital
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