Mario Riccadonna

Mario is a Certified Financial Planner™ (CFP®) professional, and an Enrolled Agent (EA) with the IRS, dedicated to helping individuals and families pursue lasting financial security. Passionate about empowering clients through education and clear communication, he integrates comprehensive tax knowledge with strategic financial planning to help create holistic, tax efficient solutions which support long-term goals.

A graduate of Penn State University, Mario earned dual degrees in Finance and Business Economics which laid the foundation for a career focused on both the analytical and human aspects of personal finance. Throughout his career, he has guided clients through all stages of wealth management – from optimizing tax strategies during their working years to designing efficient retirement income and estate plans.

Mario’s client-centered approach and commitment to excellence have earned him recognition for professional integrity and exceptional service within the financial planning community. Known for his ability to simplify complex financial concepts, Mario’s mission is clear: to help clients make informed decisions, assist them in maximizing their wealth, and help ensure they never pay Uncle Sam more than they have to.

Outside of work, Mario finds his greatest joy in spending time with his wife, Abigail, and their two children, George and Matilda. As a family, they love being outdoors; whether it’s exploring local parks, hiking trails, or simply enjoying a sunny afternoon at the playground. Mario and George share a particular passion for mountain biking, often hitting the trails together whenever they get the chance.

Mario Riccadonna is not affiliated with Cetera Wealth Services, LLC, member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.