Insurance Strategies, Investment Strategies (Reg. Reps Only), College Funding Strategies, Retirement Income Planning, Charitable Giving, Estate Planning, Business Owners, Business Succession Planning, Financial Education
My goal is to provide families and business owners with assistance in building their financial freedom and to become a lifetime resource for each and every client. Carmen has been a resident of Easton for over thirty years and has twenty-five years of experience in the financial services industry. During his time in the industry, he obtained a Life Underwriter Training Council Fellow designation and is a member of the National Association of Insurance and Financial Advisors. Carmen received an A.S Business Administration degree from King’s College and a B.S Music Education degree from Misericordia University. In his spare time, he enjoys anything related to music, reading, traveling, watching the Phillies sports teams, and spending time with family. Carmen is also a musician and was a manager of a successful band, Changes, in addition to being the choir director of St. Rocco’s Church for over thirty years.
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