Carl Demarco
Financial Adviser at Primary Financial
- Role
- Financial Adviser at 1847Financial - New Jersey
- Location
- Edison, NJ, US
- LinkedIn followers
- 500 followers
About Carl Demarco
I have been helping people protect and grow their wealth for over 20 years. As an experienced Financial Adviser I deliver personalized investment and asset protection strategies to affluent families and business owners. My focus is on planning with a specialization in designing income distribution for individuals in or near their retirement.Graduating from Seton Hall University, I earned an MBA in Finance and am now a Chartered Financial Consultant (ChFC), FINRA Series 6, 65 and 63 registered; allowing me to offer dynamic planning portfolios for my clients. I\'m able to provide refined strategies for asset accumulation, preservation, distribution and wealth transfer.I uphold the responsibility to consistently inform and comfortably guide throughout my planning process, and strive to be a lifelong resource for my clients, their families and friends. Outside of the office I most enjoy spending time with my wife and 3 children at our beach-town home in Brielle, NJ.While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC.(HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities and Investment Advisory Services offered through HTK. Member FINRA / SIPC Primary Financial is not affiliated with HTK. 66•••55RG_Jun26
Experience
Financial Adviser
Jan 2017 — Present
Education
The American College of Financial Services
Chartered Financial Consultant, Finance and Financial Management Services
1999 — 2001
Seton Hall University
Bachelor of Science, Business Management and Industrial Relations
1986 — 1990
Skills
- Asset Allocation
- Mutual Funds
- Savings
- Risk Management
- Portfolio Management
- Legacy Planning
- Investment Products
- Disability Insurance
- Money
- Retirement Planning
- Rollovers
- Pensions
- Employee Benefits
- Sep
- Investment Strategies
- Reporting & Analysis
- Fixed Annuities
- Wealth Preservation
- Retirement
- Financial Planning
- 401k Rollovers
- Risk
- Wealth Management
- 529 Plans
- Financial Advisory
- Ira's
- Roth Ira
- Insurance
- 401k
- Wealth Accumulation
- Protection
- College Savings Plans
- Financial Markets
- Asset Management
- Tax
- Securities
- Long Term Care
- Investment Advisory
- Retirement Income Strategies
- Insurance Planning
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