Alex Caringi

CEPA™
  • Financial Planner
  • Investment Advisor Representative
  • Financial Services Executive

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love.

Areas of focus include retirement planning/ strategies, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs, and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.

QUALIFICATIONS

  • Began working at Barnum in 2014
  • Holds the Series 7 and 63 Securities Registrations
  • Licensed to sell Life, Accident, and Health Insurance*

PROFILE

  • A lifetime resident of Mamaroneck, NY
  • Graduated from IONA College with a bachelors degree in mass communications
  • Member of the Board of the Mamaroneck Chamber of Commerce
  • Serves on the leadership committee for Lifestyle Westchester Magazine
  • Enjoys sports, meeting new people, and giving back to the community
  • Fluent in Italian

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck