Marc J. DelGaudio CFP®
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 DelGaudio currently serves on the Securian Financial Services,Broker Dealer and Trust Company Committee. He also recently served as chairman of Securian’s National Advisory Board.He 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.
In 2013 and 2015 Marc and CEO, John H. Langdon were presented with GAMA International’s James H. Krueger First in Class Award for outstanding leadership and excellence in recruiting, training and production. This honor recognizes first-line leaders in the insurance, investment and financial services industry. In 2006 Marc received the Securian David W. Goers Award. This award is given to Managing Partners who have reached new organization excellence measured by new professionals growth and new professionals production.In 2005, Marc received Securian's "Aiming High" award which is given for outstanding contributions to the success of the broker/dealer.
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.
Marc J. DelGaudio, CFP® is a registered representative and investment advisor representative of Securian Financial Services, Inc. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
