Carl Oldani

Carl W. Oldani, CRPC®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

2806 Arendell St

2nd Floor Suite 200,

Morehead City, NC 28557-3317

Carl.Oldani@Truist.com

Phone 252-222-0022

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About me

Background

Carl Oldani is a Financial Advisor with Truist Investment Services, Inc. His practice offers a full suite of financial services including retirement planning and investment management since 1994. He focuses on wealth creation, wealth accumulation and wealth distribution for individuals, families and business owners. He holds the Chartered Retirement Planning Counselor Designation - CRPC.  

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Originally from Maryland outside the Washington DC metro area, Carl lives in New Bern North Carolina with his wife, Julie, and they have three children. Carl is a current board member of Public Radio East an affiliate of National Public Radio and a former board member of St. Paul Catholic School Finance Committee. He is passionate about Italian cooking, US history and a self-described “news junkie”. He enjoys spending time with friends and family not only at the coast but at their home at Lake Gaston.

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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