Carmine P. Anzalone, III
Managing Director
Retirement Planning Specialist
P | 732-452-7284
F | 732-289-9409
E | carmine@equityws.com
Business Philosophy:
My philosophy is to provide individualized attention to each of my clients as they go through their three lifetime financial phases – accumulation, preservation and distribution. I believe that every client has individualized goals throughout their lifetime and the strategy to achieve these goals should be individualized as well.
Background:
Carmine has more than twenty years in the financial services industry. He is the founder and managing director of Equity Wealth Solutions, working in alliance with Equitable Advisors, LLC. Together with his group, he assists schools, municipalities, not-for-profit organizations, companies and individuals in creating customized, financial plans.
In addition to earning a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, Carmine received a Bachelor’s Degree in Marketing from Fairfield University in Connecticut. Born and raised on Long Island, New York, he currently resides with his wife in Berkeley Heights, New Jersey where they raised their two daughters.
Carmine holds FINRA Series 7 and 66 registrations; Life, health, and long-term care insurance licenses. He is serving clients in AZ, CA Insurance License Number: 4095943, CO, CT, DE, FL, GA, HI, MA, MD, MO, NC, NJ, NM, NV, NH, NY, PA, RI, SC, TX, VT and VA. In addition, Carmine has IAR registration in AZ, CA, CO, CT, DE, FL, GA, HI, MD, NJ, NH, NM, NY, NC, PA, SC, TX, VT and VA.
