Carl Buzzeo CRPC®
Carl has been in the financial services profession with Ameritas since 1998. He considers it vocational now; especially with more than 25 years of experience serving his clients.
He enjoys working from two climates, Pittsburgh, and New Orleans and spends time with his three grown kids and his fiancé, Jennifer.
He loves music, hiking and the outdoors.
Kim’s Association with Carl
Kim and Carl began working together in July 2021 as a team for Carl’s succession plan when he transitions to retirement in a few years. The partnership between two driven people serving their clients has proven to be a fruitful enterprise. We are striving to change the face of wealth management. The COVID-19 Pandemic taught us to transition to more online meetings with clients, allowing both Kim and Carl to meet a client from anywhere in the country. This creates an incredible amount of flexibility with whom we can work. In addition, we’ve transitioned our paperwork to technology driven resources, cutting our impact on the environment, and enhancing our efficiency.
