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P: 949.833.5863

F: 949.833.5810

E: Marc@wmsirvine.com

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Marc DiDomenico

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 AXA 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. 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’s long qualifier for MDRT, member of the AXA Advisors Hall of Fame, Hallmark Two holder and member of the Paramount Planning Group which is recognition from AXA Advisors for a high level of production.

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.

Education
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

Disclosures

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

*Dergalis & Associates is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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