Michael J. Carlucci, MBA, CFP, PPC
MJC Advanced Financial Strategies, LLC

Tel: (732) 792-6776
205 Route 9 north ste 31
Freehold, NJ 07728

Retirement and Estate Planning Specialist

MJC Advanced Financial Strategies, LLC | Financial Advisor in Freehold ,NJ

About MJC Advanced Financial Strategies, LLC

I am an Independent Certified Financial Planner Serving Small Businesses and Families in all areas of Comprehensive Financial Planning.


General Information

Firm Start Year:   1992
No.of Employees:   1
Name of Broker/Dealer:   Independent Financial Group
States Licensed in:   NY, NJ, TX, FL
Number of Years with Current Firm:   9


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Life , Variable Life


Education

MBA - Business Management  Baruch College
9/1988- 1/1992



Disclaimer

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC. MJC and IFG are unaffiliated entities Licensed to sell securities in the following states: FL, NJ & NY

Michael J. Carlucci, MBA, CFP, PPC

Michael J. Carlucci, MBA, CFP, PPC

CERTIFIED FINANCIAL PLANNER™ Certificant


Michael has been in the financial services industry since 1992. His licenses held are the Series 7, 63, 24 and 65 along with Life, Health and Variable Insurance. Michael graduated from St. John's University in 1988 with a B.S. in Finance and was inducted into the Honor Society of Economics. He then went on to receive his Masters of Business Administration in Management from Baruch College in 1992. To further his knowledge in the field he went through the Fairleigh Dickinson University CFP program and received his CFP certification in March 2007. To serve his clients at a more advanced level, Michael has successfully completed the Masters of Estate Planning Certificate Program through the College for Financial Planning in October 2012. With the major changes in the 401(k) market due to the DOL rules, Michael attained his Professional Plan Consultant (PPC) designation in July of 2015 in order to effectively better guide small business clients through the regulatory changes.
Michael's philosophy is to be a true fiduciary which is simply placing the client best interests first which is why he believes he has such solid relationships with not only his clients but their families as well.

My Services


Financial Planning for Individuals

Hi, Congratulations on taking the first step in securing your financial future. A sad but true fact is that most people spend more time researching and planning a family vacation then for their estate, investment and retirement plans.I have been in the industry for 25 years and I know you rarely get a second chance in financial planning. It is essential to get it correct the first time. If given the opportunity to meet with you at your own comfort level and location, I can show you the way. I will call you soon to discuss your wants, needs and objectives and always promise a no pressure, no obligation discussion. Thank You!

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 1:00 PM