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.
Latest News from Note:
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If you don’t look at it, it won’t change
Some things will never change. Certainly seems to be true when it comes to talking about, or not talking about … money. Centuries have passed since the first use of money, and yet money remains a taboo subject. A subject for many to be avoided at all costs. Conversations involving money are uncomfortable because of their……
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Divorce – a self-fulfilling prophecy of misery or salvation?
Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard. It’s complicated, overwhelming, and heart wrenching. It’s painful, scary, intimidating, and maddening. It’s also quite costly. The pressure is on to make decisions … big decisions……
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5 Myths of Tax Planning
They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s the most unbelievably useful financial practice you might never have heard of. Picture this: over the past 40 years you have been stockpiling savings into……
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7 Myths about Wealth Coaching
Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know what a wealth coach is or does … and when they find out, they either want to dive right in, or run. If you’re a……
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Happiness Is Not a Reward
“Money is the key to happiness.” Do you believe that? Be honest. As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit that money is in fact the key to their sense of happiness. Even those that regard themselves as “spiritual”, can’t or won’t admit that their……
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Resources for Inspiration
Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for inspiration. Read Trapped in the Family Business “How do individuals get trapped in their family business? What are their options? Why don’t they just leave?……