CERTIFIED FINANCIAL PLANNER™
Marc R. DiDomenico is a CERTIFIED FINANCIAL PLANNER™ professional and obtained the Chartered Financial Consultant (ChFC) professional designation. He is registered with the Department of Defense as a PFC (Personal Financial Counselor) to the US Armed Forces. And he is staff CFP® for Berkshire Hathaway Home Services of Orange County through Dergalis and Associates, LLC.*
Marc holds the title of “Retirement Planning Specialist” awarded by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from Wharton. Marc earned a Bachelor of Arts degree in Public Relations from San Diego State University in 1989. The third generation in the insurance and investment business, he started his financial career with Equitable Life in 1992 after three years as a public relations officer with Cooper Communications and the California Restaurant Association.
Marc is a decade long qualifier for MDRT, member of the Equitable Advisors Hall of Fame, Hallmark Two holder, and he is recognized by Equitable Advisors as a Paramount Planning Group member based on achieving a certain sales production level among all financial professionals within our organization.
Marc lives in Newport Beach with his wife, who is also an advisor and his daughter, Bridget, soon to be the fourth generation in financial planning. When not working, he enjoys surfing and his garden.
*Dergalis and Associates is not owned or operated by Equitable Advisors or Equitable Network.
B.A. Public Relations – San Diego State University
Chartered Financial Consultant (ChFC) – American College
CERTIFIED FINANCIAL PLANNER™ professional
Certificate in Retirement Planning – The Wharton School, University of Pennsylvania
Licenses & Certifications
FINRA Series 6, 7, 63, 65
CA Insurance Lic. # OA95833