Marc J. DelGaudio CFP®

President
973-299-9222 ext. 241

Education:

Bachelor of Science in Economics, Yale University

Professional Affiliations:

Financial Planning Association
Million Dollar Roundtable

1993 Marc DelGaudio graduated from Yale University and shortly thereafter joined the Allied Wealth Partners team as a full time Financial Advisor. Within a span of ten years, Marc went on to become a CERTIFIED FINANCIAL PLANNER (CFP®) Practitioner and Director of Investments and Financial Planning at Allied Wealth Partners. Marc was named a Managing Partner of Allied Wealth Partners in 2006, co-managing the firm with John Langdon. In 2014, Allied Wealth Partners expanded its presence into New York opening several new offices. Within that same year, Marc was officially appointed as President of the firm.

As President, Marc shares in the supervisory responsibility of firm administration while continuing to work closely with his clients. Marc is also an active mentor to the firm's financial professionals. In such role, Marc shares his philosophy on wealth accumulation and preservation strategies that help clients achieve their definition of financial success.

Marc is an active member of the Greater Essex Chapter the Financial Planning Association (FPA) and is also a Life and Qualifying Member of the Million Dollar Roundtable (MDRT), with several Court of the Table qualifications.

Marc is an active member of the Board of Elders, Zeta Psi fraternity; Yale University and is a contributing member of the Yale alumni association. Marc lives in Martinsville with his wife, Candace and his twins Max and Chiara. In his spare time, he enjoys spending time with family and friends at the beach.

 

 

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.