Fortis Lux Financial
Caren Sgarlato is an experienced financial professional with a comprehensive background in financial planning and advisory roles. Currently serving as a Financial Planner at Fortis Lux Financial since July 2016, Sgarlato specializes in helping clients navigate their financial goals, estate strategies, and insurance needs. Prior experience includes roles as a Financial Professional at MetLife, a Financial Advisor at both Wachovia and Merrill Lynch, and various positions at Bankers Trust, where Sgarlato was involved in financing bank assets. Sgarlato holds a BA in Economics from New York University and a Regents Diploma from Bishop Kearney.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.