Carli has 13 years of experience building and fostering relationships with her clients to help them achieve their financial goals. She is skilled in developing and delivering comprehensive financial plans that include retirement planning, benefits and compensation advice, tax planning, asset and risk management, estate planning, and wealth transfer techniques. Carli works closely with her clients and their families to understand their core values and individual needs.
Prior to joining Personal CFO Solutions, Carli worked in the financial counseling industry for a world-leading investment banking and wealth management firm. She earned her BS and MBA at William Paterson University. She cherishes the time she spends with her husband and daughter. A Jersey girl at heart, Carli is active with her church and enjoys trips down to the Jersey shore with family and friends.
“An investment in knowledge pays the best interest” ~Benjamin Franklin