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Michael J. Carlucci, MBA, CFP®, PPC

MJC Advanced Financial Strategies, LLC

205 Route 9 north ste 31

Freehold, NJ 07728
(732) 7926776

Retirement and Estate Planning Specialist

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

CRD#

2309517

Name of Broker/Dealer

Independent Financial Group

States Licensed in

NY, NJ, TX, FL

Years of Experience in Financial Services

25

Number of Years with Current Firm

9

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65, Series 63, Series 24, Series 7

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