Jerett DiMarzio, CFP®, CPWA®

Wealth Advisor, Partner
Jerett DiMarzio

Jerett, with more than 15 years of experience in the financial service industry,  joined Cornerstone Wealth in 2014. Immediately prior to Cornerstone, Jerett served as a Bank Manager at Bank of America. With this background in banking and lending, he brings a holistic approach to each client engagement.

As a Wealth Advisor holding the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® certifications, Jerett focuses on comprehensive financial planning for individuals and families. Jerett focuses on retirement planning, tax planning, estate planning and investment and risk management. Jerett also works with business owners and corporate executives to develop and implement financial planning that include wealth transfer and estate tax reduction strategies.

Jerett actively participates with Habitat for Humanity with his F3 group and has also taught financial education classes at Goodwill Industries. He actively volunteers with The Special Olympics of North Carolina teaching golf.

Areas of Focus

  • Comprehensive Financial Planning

  • Risk Management

  • Investment Management

  • Retirement Planning

  • Executive Stock Option Analysis

  • Closely Held Business Owner Exit Planning

  • Wealth Transfer and Legacy Planning

Education

  • Kent State University, Kent, OH: Criminal Justice, and Psychology

  • Queens University, Charlotte, NC: CERTIFIED FINANCIAL PLANNER™ certification

  • Yale School of Management, New Haven, Connecticut: Certified Private Wealth Advisor®

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

  • Certified Private Wealth Advisor Certification®

  • Investment and Wealth Institute

Insurance Licenses:

  • Life, Accident, and Health

  • Long-Term Care and Medicare Supplement