Carl DeMarco, MBA, ChFC®, has been helping people protect and grow their wealth for over 20 years. As an experienced financial professional, he delivers personalized investment and asset protection strategies for affluent families and business owners. Carl focuses on financial planning with a specialization in designing income distributions for individuals in or near their retirement.
After graduating from Seton Hall University, Carl earned an MBA in Finance and is now a Chartered Financial Consultant (ChFC). He is FINRA Series 6, 65, and 63 registered, allowing him to offer dynamic planning portfolios for his clients. He provides refined strategies for asset accumulation, preservation, distribution and wealth transfer.
Carl upholds the responsibility to consistently inform and guide comfortably throughout his financial planning process, and strives to be a lifelong resource for his clients, their families and friends. Outside of the office he most enjoys spending time with his wife, Theresa, and their three children (Tori, Carl and Nicholas) at their beach-town home in Brielle, N.J.