Mark Stanic

Mark joined CKW Wealth Management in the Fall of 2024 as a Senior Paraplanner. His role is focused on working closely with the financial professionals of CKW Wealth Management to construct financial plans for clients that introduce a path to achieving their life goals. 

He graduated from Bentley University with a Bachelor of Science & Master of Science in Finance, with 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 during this time that a pull towards the Financial Planning Industry began to emerge, with a drive to help individuals and families navigate an increasingly complicated financial world using his education and interpersonal skills. 

Mark holds his Series 7 and Series 66 registrations with LPL Financial, and life & health insurance licenses and has completed additional coursework in financial planning.

In his free time, Mark enjoys playing recreational & competitive sports with his friends, reading, playing board & strategy games, and visiting family & childhood friends overseas.