Details

Carl is a seasoned financial professional with 18 years of experience in the industry, based out of Morristown, NJ as part of the Cornerstone Financial Services Group. As the Co-Founder of Cornerstone College Solutions alongside partner Jodi Bloom, Carl specializes in collaborating with CPA’s and other financial experts to develop personalized strategies aimed at assisting families and high net worth individuals. His expertise lies in establishing custom college funding and retirement plans, offering tax advantaged solutions to mitigate high taxes or tuition costs.

With a wide range of services that include:

• College tuition planning
• Estate planning
• Life insurance with living benefits
• Financial solutions and strategies catering to various clients goals and objectives.

Carl is dedicated to helping his clients achieve their financial goals effectively and efficiently. He also provides services in:

• Disability insurance
• Annuities -all types Fixed and Variable
• Mutual funds
• 529 plans
• Retirement planning.

Carl has his LUTCF, professional designation from the American College and is a Certified College Funding Specialist, CCFS from the Association of Certified College Funding Specialists.

Beyond his professional endeavors, Carl is a passionate hockey enthusiast who has been an USA Hockey official for over 30 years and an Off-Ice Official for the National Hockey League for more than two decades. In his personal life, he cherishes time spent with his family; Carl is happily married for nearly 27 years to Kristin and they have two children together – Emily and Ryan.