Certified Public Accountant and Chartered Life Underwriter (CLU®) with 31 years experience.

Professional Specializations:

  • Diversified comprehensive financial planning
  • Sophisticated high net worth planning
  • Retirement income distribution planning
  • Investment management
  • Tax and estate planning
  • College education planning

Education:

BS in accounting from Stonehill College

Professional Organizations:

Philosophy Of Service:

“A good financial blueprint can lay out what you need to do today to achieve your goals tomorrow. As with other successes in life, you must set goals and work proactively towards those goals. Each financial decision you make and action you take will have a significant impact on your future financial security.”

In the Community:

  • Board of Trustees – Center for Great Expectations (women’s shelter, Somerset, NJ)
  • Delbarton School – Board Finance and Audit Committee; Alumni Association
  • Music Ministry – Christ the King Parish
  • The Friendly Sons of St. Patrick of Morris County, NJ
  • Knights of Columbus
  • Member, Baltusrol Golf Club
  • Member, Fiddlers Elbow Country Club

Awards:

  • 2019 Forbes Best in State Wealth Advisor*

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criteria due to varying client objectives and lace of audited data. Neither Forbes nor Shook Research receives a fee in exchange for rankings.

Request an Appointment with Marlene Carpena