CMC Wealth Management

CONNECT

Address:

113 Nethermont Ave
North White Plains, NY 10603-2545

Phone:

914.997.7724

Fax/Other:

914.681.1994 or 866.680.5046

Investment-Related E-mail Address:
Tax-Related E-mail Address:

CMC Wealth Management

Catherine M. Censullo is founder of CMC Wealth Management.  She has been designated a Personal Financial Specialist by the American Institute of Certified Public Accountants.  She holds her Masters degree in Business Administration from Pace University.  She is involved in an advanced program of study through Ed Slott’s Master Elite IRA Advisor Program.  To find out more about this advanced program of study, please follow this link to a brief video:  http://www.youtube.com/watch?v=jRm58xI14_4.

 

CMC Wealth Management works with you to make sure you have your corners covered.  This involves focusing on and coordinating the following aspects of your plan:

  • Asset Accumulation and Wealth Management
  • Lifestyle Preservation and Legacy Planning
  • Retirement Distribution Strategies including Guaranteed Retirement Income

 

Services provided include:

Investments, Retirement Planning, Insurance, Legacy Planning, Estate Planning, Education Planning, and General Financial Planning.

Catherine holds her Series 7 and Series 66 licenses as well as her insurance licenses  in life insurance, health insurance, variable, long term care, and disability. Catherine is also pleased to be able to offer you financial planning services.  She works one-on-one with her clients to understand what is unique about their situation, as well as what is important to them and their families.  The Vision MapSM process provides the foundation for a strategic financial plan designed to help achieve both your short- and long-term goals.

As your Financial Adviser and Wealth Manager, she works with you to develop your personal financial strategy.  She will work together with you to monitor your plan, keep you on track as your situation evolves and market conditions change.  Her goal is to provide you with effective, personalized financial strategies.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.