Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only)
English
Every day, Carmen challenges himself to be better than the day before. With his nose constantly in a book, he immerses himself in any opportunity to learn, grow and improve. Carmen has a thirst for life and a deep passion for leaving the world a better place than he found it, not just for his family but for his clients too.
Carmen started his career in the financial services industry in 2004. As a Financial Planner, Carmen focuses on helping his clients minimize their financial worries and better plan for retirement. He believes his clients have earned the right to have a relatively stress-free retirement and enjoy that time in their lives, so he works very closely with them to help ensure they are on track to meet their goals.
Carmen earned his Associate of Science in Culinary Arts from The Culinary Institute of America and his Bachelor of Science in Biology from the University of Scranton. He earned his CERTIFIED FINANICIAL PROFESSIONALTM (CFP®), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriter Training Council Fellow (LUTCF) designations from the American College. He is an Investment Advisor Representative and holds FINRA Series 6, 7, 24, 63 and 65 registrations.
Originally from Scranton, Carmen and his family live in Pittston, PA. He is a member of the Greater Pittston Chamber of Commerce and coaches youth baseball, football, and basketball. When he’s not in the office, he enjoys doting on his kids, cooking, and playing the occasional round of golf.
CRN202709-7257646
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