Who We Are

CARMEN DONOFRIO, CFP®

Senior Financial Planner

As a Senior Financial Planner for our partner, Valmark Financial Group, Carmen Donofrio partners with independent financial advisors to assist in the financial success of their clients. He is responsible for designing plans that provide a clear path towards achieving financial goals, while identifying risks that could be obstacles in reaching those goals and recommending solutions to best address each risk. Mr. Donofrio earned his BBA in Personal Finance and Corporate Finance from The University of Akron. In addition to the Series 7, 24 and 66 registrations, he holds Ohio Life, Health, Accident and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Carmen Donofrio
Senior Financial Planner

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