Carl DeMarco

Financial Adviser
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Carl DeMarco

Carl DeMarco, MBA, ChFC®, has been helping people protect and grow their wealth for over 20 years. As an experienced financial adviser 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.

Stories by Carl DeMarco

Financial Planning When You Lose or Change Your Job

By Carl DeMarco | January 15, 2019

Changing a job presents a tremendous financial change. Here are some of the financial planning opportunities and pitfalls that you may encounter while changing jobs – whether the change is voluntary or not.