Carl Feldman | President

Dedication, hard work and an honest approach to serving the needs of clients in the New Jersey Shore area are overriding values that Carl focused on when he started his financial services career over thirty years ago. He has built his business using a philosophy geared toward helping people achieve their retirement dreams.

Carl knows there is no substitute for knowledge when answering his clients question. When will I have enough to retire and will it last for the rest of my life? His familiarity of retirement products is superior and he shares the information in a comfortable, friendly, and casual manner clients truly appreciate. He recognizes that retirement decisions may not necessarily be simple or straightforward, which is why he is dedicated to earning his clients’ trust by providing them with advantages other financial professionals can not.

Carl has his Master of Business Administration from Wagner College and is a lifelong resident of New Jersey. For fun, Carl coaches softball in his local community and enjoys fishing, boating and spending time with his wife and daughters.