The BPU Investment Team
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Mark Ceraso, CFP®, CRPC® | Vice President Financial Planning and Risk ManagementMark Ceraso has worked in the financial planning industry since 1985. As a graduate of the University of Pittsburgh, Mr. Ceraso began his career in financial services with Metropolitan Life. After gaining valuable training and experience with American Express, Mr. Ceraso joined BPU’s Equity Capital Management division in 1993. Mr. Ceraso is a Certified Financial Planner™ and received his Chartered Retirement Planning Counselor (SM) designation in 2004. Mr. Ceraso maintains his FINRA Series 6, 7, 63, and 65 licenses as well as his Life, Accident, Health and Fixed and Variable Annuities license. Mr. Ceraso supervises the firm’s financial planning process and manages all client reviews. Mr. Ceraso also applies his planning expertise in creating family protection risk management strategies when reviewing each financial plan. For additional informaiton about Mr. Ceraso go to: ADVPart2B. Email Mr. Ceraso at mceraso@bpuinvestments.com. Investment products and services available only to residents of: IA, OH, PA, WV |
