Carlo Cordasco is a Vice President of Nationwide Retirement Institute and joined Nationwide with more than 20 years of financial industry experience. His responsibilities include developing content and delivering presentations to help simplify and breakdown complex retirement issues and providing financial professionals with actionable resources to help solve clients’ comprehensive retirement income needs. His deep knowledge and expertise in the field enable him to educate financial professionals, clients, plan sponsors, and plan participants about the latest in retirement income planning trends.
Carlo engages with investment professionals throughout the Mid-Atlantic as they seek answers to managing the critical task of retirement income planning. His enthusiastic speaking style allows him to effectively deliver messages to different audiences in a variety of settings. He has presented to financial professionals and planners from mainstage presentations to CE breakouts and workshops at numerous conferences and events throughout his career. He has also conducted multiple national webinar, seminar, and firm retirement plan presentations around the country as well.
Prior to joining Nationwide in 2010, Carlo spent more than 16 years at American Funds where he worked with insurance companies to advance the sales of retirement income products.
Carlo is a Registered Corporate Coach (RCC), earned a Master of Science (MSM) in Management from The American College of Financial Services and is a graduate of Charter Oak State College where he majored in Business Administration with a concentration in Finance. In addition to his CRPC, CLTC, CHSA, and RICP designations, Carlo is FINRA Series 6, 63 and 26 licensed. His areas of specialization in retirement income planning strategies include Tax-efficient Retirement Income, Health Care and Long-term Care, and determining optimal Social Security filing strategies.