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Mark Ceraso, CFP®, CRPC®
Vice President, Financial Planning and Risk Management
Location: Pittsburgh
412-288-9150
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Check the background of this investment professional on FINRA's BrokerCheck.

Biography

Mark Ceraso is the Vice President of Financial Planning and Risk Management. He joined BPU in 1993 as part of the firm’s then Equity Capital Management division. In his current role, Mark works with clients to help them develop long term financial plans to help them reach financial goals throughout various stages of life. He also applies his planning expertise in creating family protection risk management strategies when reviewing financial plans of his and other BPU financial advisors’ clients. In addition, Mark is a member of the firm’s Financial Planning Committee.

  • Mark Ceraso/Supplemental Brochure – ADVPart2B
  • Financial Planning Committee/Supplemental Brochure – ADVPart2B

Background

  • Registered Representative, Allegheny Investments, Ltd.
  • Financial Advisor IDS, American Express (now Ameriprise)
  • Representative, Metropolitan Life

Professional

Education

  • Bachelor of Arts, Philosophy and English, University of Pittsburgh

Professional Designations

  • CERTIFIED FINANCIAL PLANNNER™ professional
  • Chartered Retirement Planning CounselorSM

Licenses

  • FINRA Series 7 and 65

Professional Affiliations

  • Member, Financial Planning Association
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