Mario LiVecchi

As Founder and Financial Executive at Princeton Investment Services, I specialize in analyzing, financially planning, and implementing quality investment recommendations. I enjoy looking at complex portfolios and separating what I call “red flags” or “significant sector overweighs” and focusing on those areas. Once those areas are identified, I focus on how to fix them in a tax-efficient way for my clients. I am motivated by meeting interesting people from all walks of life and helping them learn about their investments. 

I have served in the financial industry for over 16 years. Prior to founding Princeton Investment Services, I worked at both Wells Fargo Advisors and Ameriprise Financial. Over the course of my career, I have obtained the Series 7 & 66 securities licenses as well as licenses for life and health insurance. Before I began in finance, I attended Florida Atlantic University, where I earned a Bachelor of Science in Finance. I thoroughly enjoy what I do as an investment advisor, and I want to give my clients a different experience where they aren’t simply a number or a risk tolerance form that spits out a cookie-cutter recommendation. Each recommendation that I offer to my clients is truly customized to their unique, individual needs.

Ironically, I absolutely hated finance in college until I took an investment analysis class in my junior year, and from there, I fell in love with investments. When I first began looking for a job in the financial industry, I found a position at Ameriprise Financial. I went to Ameriprise because they focused on all six main areas of financial planning, which was attractive for someone who was starting out fresh with a career in finance. After a few years, I left Ameriprise because I found that I solely loved the investment side, so I continued my career and focused on not only what I was truly passionate about, but what I loved to do – helping people manage their investments.