Just click on any name to find out more about our individual principals.
Carmen J. Armenti, CLU, ChFC, MSFS, MSM, CEBS, CFP®, CSA
Financial Products, Inc.
1717 West Hamilton Street
Allentown, PA 18104
610-432-4215
carmenti@sfr1.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Education:
• BA Economics, La Salle University
• Graduate Study in Management and Marketing, Rider
University
• Masters Degree in Management (MSM), Richard D. Irwin
Graduate School of Management, The American College
• Certified in Advanced Management Techniques, The
American College
• Masters Degree in Financial Services (MSFS) with
specialization in Financial Planning, Graudate School of
Financial Services, The American College
• Certified in Financial Counseling, The American College
• Certified in Advanced Estate Planning, The American
College
• Diplomate, Certified Financial Planner, College
for Financial Planning
• Professional Designation, Certified Employee Benefits
Specialist, Wharton School, University of Pennsylvania
and International Foundation of Employee Benefits
Specialists
• Certified in Executive Compensation Planning, The
American College
• Certified in Pensions and Retirement Planning, The
American College
• Certified Family Benefit Specialist, The American College
• Graduate, Renaissance School for Charitable Planning
• Certified in Planning for Seniors (CSA)
Specialization:
• Business Succession Planning
• Employee Benefits and Compensation Plans
• Financial Counseling
• Estate Planning
• Retirement Planning
• Investments Planning
Business Experience:
• Director of Several Privately-owned businesses
• Financial Counselor to more than 50 privately owned
businesses
• More than 100 Business Succession Plans completed
• Founder of The Private Business Institute, New Jersey,
New York and Pennsylvania.
Personal:
He is listed in the Millennium Editions of Who's Who in Finance and Industry as well as the International Who's Who of Professionals. He is Past President Estate and Planning Council of Lehigh Valley. He is a member of Estate Planning Council of Philadelphia, the Society of Financial Service Professionals, the International Society of Employee Benefit Specialists, and the Union League of Philadelphia.
