Insurance Strategies, Financial Planning ® , Investment Strategies (Reg. Reps Only)
A proud graduate of Allegheny College, Carmella obtained a dual Bachelor of Arts degree in Political Science and English. She entered the industry in 2015, quickly discovering her passion for assisting individuals in realizing their financial goals. A lifelong learner, Carmella earned the Retirement Income Certified Professional ® (RICP®) designation in 2019. In addition to maintaining her life insurance license, she has also successfully completed the Series 6, 63, 7 and 66 examinations.
As an Investment Advisor Representative and Financial Planning Specialist, Carmella works closely with individuals and advisors to understand their current and future needs. Using a client focused approach, she strives to help identify goals and design individualized plans centered on proper financial positioning, protection, and estate planning strategies. Areas of focus include retirement, investment, income tax planning, insurance, and education planning.
Currently, Carmella resides in Canonsburg, PA with her husband, son, two cats and German Shepherd. She sits on the Board of Fix ‘Ur Cat, a nonprofit organization offering low cost spay/neuter services in Washington County, PA. In her spare time, she enjoys running, biking, reading, and baking
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