Carmen Caruso, CFP® - Lead Financial Advisor

Carmen is a dedicated financial professional and a CERTIFIED FINANCIAL PLANNER™ at Del-Sette Capital Management. Carmen brings a wealth of expertise and a passion for helping others achieve their financial goals.

Carmen's journey into finance began after completing his bachelor's degree from Western New England University. During his time at WNE, Carmen not only excelled academically but also participated on the baseball team as a valued team member. This experience taught him the importance of teamwork, accountability, and optimism — qualities that have translated seamlessly into his role at DCM.

Born and raised in Schenectady, Carmen has deep roots in the community. His genuine desire to make a positive impact on people's lives led him to pursue the a CERTIFIED FINANCIAL PLANNER™ coursework through Boston University. As a CERTIFIED FINANCIAL PLANNER™, Carmen is adept at unraveling complex financial situations, providing personalized guidance, and helping clients navigate the intricacies of investments.

Carmen's work ethic and commitment extend beyond the office walls. Embracing a hybrid schedule, he divides his time between the Schenectady office and working remotely from Poughkeepsie, New York, where he resides with his fiancée, Katie. In his leisure time, Carmen remains an ardent sports enthusiast, actively supporting the New York Yankees and closely following the world of Formula 1, with a special passion for Scuderia Ferrari. Carmen also enjoys trying new restaurants with Katie and hanging out with his extended Family.

With Carmen's unwavering dedication, comprehensive financial knowledge, and firsthand experience in overcoming challenges, he is ready to guide you on your financial journey. Whether you need assistance with your past financial decisions, optimizing your current situation, or planning for a prosperous future, Carmen is committed to helping you achieve financial well-being and success.

Sam Oakes

Web designer based in Harrogate, North Yorkshire

https://gobocreative.co.uk
Previous
Previous

Glen Allen, CFP® - Financial Advisor

Next
Next

Christina Mercado - Client Concierge