Carl Oldani

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

2806 Arendell St

Morehead City, NC 28557-3317

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.
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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.

Locations

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2806 Arendell St,

Morehead City, NC 28557-3317

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

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