Jerett DiMarzio, CFP®, CPWA®

With over 20 years of experience in the financial services industry, I joined Cornerstone Wealth in 2014 to bring a holistic, client-centered approach to financial planning. My background as a former Bank Manager at Bank of America helped me develop a strong foundation in banking and lending, which I now use to craft personalized financial strategies that address the unique needs of individuals, families, business owners, and corporate executives. As a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®, I specialize in retirement planning, tax planning, estate planning, investment management, and risk management, with a focus on helping clients achieve lasting financial confidence.

For me, financial planning is about building meaningful relationships and helping clients navigate life’s challenges and opportunities with care and understanding. Whether designing wealth transfer strategies to preserve a family’s legacy or developing estate tax reduction plans for business owners, I approach every situation with empathy and dedication to my clients’ goals. I care deeply about ensuring each client feels not only secure in their financial future but supported throughout the process.

Beyond my work, I’m passionate about making a difference in the community. I serve on the board of Little Smiles, a nonprofit focused on bringing joy to children facing difficult circumstances, and actively participate in Habitat for Humanity through my F3 group. I’ve also taught financial education classes at Goodwill Industries and volunteer with the Special Olympics of North Carolina, coaching golf for athletes with special needs. These experiences fuel my belief in the power of giving back and supporting others both personally and professionally.

Outside the office, my greatest joy comes from spending time with my family and contributing to causes I care about. Whether I’m helping a client craft their financial future or volunteering to create brighter futures for others, I’m motivated by a genuine desire to make a positive and lasting impact.