Mark Stanic CFP®
Mark joined the team in the Fall of 2024 as a Senior Paraplanner. His role is focused on working closely with the clients of PlanWealth Financial Group to construct tailored financial plans that introduce a path to achieving their life goals.
He graduated from Bentley University with a Bachelor of Science & Master of Science in Finance, and a Minor in History. During his university years, Mark achieved his dream of running collegiate Track & Field, and for three years worked as a Resident Assistant, serving as a point-person for his residents concerning any matter. It was here where an interest in the Financial Planning Industry, a natural combination of service and finance, began to emerge.
Even before his time at university, Mark felt a sense of duty, finding fulfillment in helping and teaching others. While this feeling remains, it has been honed into a passion for helping individuals and families navigate the increasingly complicated financial world by using his knowledge and interpersonal skills.
As of August 2025, Mark is a CERTIFIED FINANCIAL PLANNER® professional. Additionally, he currently holds his FINRA Series 7 & 66 registrations with LPL Financial, and Life & Health Insurance licenses.
In his free time, Mark enjoys running, rock climbing, reading, playing board & strategy games, traveling and visiting family & childhood friends overseas.