Carriere Financial Planning

I am a fee-only financial planner acting in a fiduciary capacity for my clients. With 9 years of experience as a Financial Planner, I help my clients navigate the various obstacles that can cause stress and damage to our financial wellbeing and make decisions in a clear and informed way.
With a full range of commission free insurance products, as well as a partnership with Charles Schwab, I am able to meet the needs of most any person facing today’s challenges.
By eliminating any financial bias from our relationship my firm fosters a trusting environment from day one. As a CFP® Professional, I am bound by and abide by the highest levels of service, diligence, and excellence.