Jerett DiMarzio, CFP®, CPWA®
Wealth Advisor, Partner
Jerett, with more than 15 years of experience in the financial service industry, joined Cornerstone Wealth in 2014. Immediately prior to Cornerstone, Jerett served as a Bank Manager at Bank of America. With this background in banking and lending, he brings a holistic approach to each client engagement.
As a Wealth Advisor holding the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® certifications, Jerett focuses on comprehensive financial planning for individuals and families. Jerett focuses on retirement planning, tax planning, estate planning and investment and risk management. Jerett also works with business owners and corporate executives to develop and implement financial planning that include wealth transfer and estate tax reduction strategies.
Jerett actively participates with Habitat for Humanity with his F3 group and has also taught financial education classes at Goodwill Industries. He actively volunteers with The Special Olympics of North Carolina teaching golf.
Areas of Focus
Comprehensive Financial Planning
Risk Management
Investment Management
Retirement Planning
Executive Stock Option Analysis
Closely Held Business Owner Exit Planning
Wealth Transfer and Legacy Planning
Education
Kent State University, Kent, OH: Criminal Justice, and Psychology
Queens University, Charlotte, NC: CERTIFIED FINANCIAL PLANNER™ certification
Yale School of Management, New Haven, Connecticut: Certified Private Wealth Advisor®
Professional Credentials
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Private Wealth Advisor Certification®
Investment and Wealth Institute
Insurance Licenses:
Life, Accident, and Health
Long-Term Care and Medicare Supplement