Caren Lee Sgarlato, Financial Planner, Financial Services Representative

CONNECT

Address:

277 Park Avenue, 44th Floor
New York, NY 10172

Phone:

212-578-7391

Fax/Other:

212-578-8865

Caren Sgarlato

Financial Planner, Financial Services Representative

Domicile State: NY

Caren Sgarlato was born and raised in Dyker Heights, Brooklyn. She has been in the financial services industry for over 25 years serving various roles. While completing her bachelor's degree at New York University, Caren started her career at Bankers Trust Company on the Fixed Income trading floor financing the bank's billion dollar portfolio. Being downsized in 1991 she pursued medicine as an alternative career which led her to become an EMT and Paramedic at St. Vincent's Hospital in New York City.

She has been managing assets for the past 17 years at firms such as Merrill Lynch, Wachovia, MetLife and is currently a Financial Planner with Fortis Lux Financial a member of the  MassMutual Financial Group, working with high net worth individuals and small businesses helping them to protect assets and create legacies.

She is a member of the local BNI chapter of Bay Ridge, Brooklyn where she has served as President and Treasurer. She is active in the community of Bay Ridge and has done volunteer work with the American Cancer Society's Brooklyn Chapter and served on the junior board as well. In 2016 she was the recipient of the Star Network of Brooklyn's Power Women in Business award. For the past 3 years she has been awarded the Five Star Wealth Manager* for outstanding service amongst her peers in the industry.

In her downtime Caren enjoys cooking and trying new recipes. She travels and participates in spin cycling and working out at the local gym. She golfs and downhill skis as well.

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm.  This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complain history, reviews conducted by the firm, retention rates, and client assets administered.  

Phone 212-578-7391
Fax 212-578-8865
Mobile Phone 347-628-7916
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck