Carolyn is passionate about creating financial plans that make a positive, lasting impact on clients’ lives. As a Financial Planning Strategist, Carolyn is focused on developing the most effective strategies for each unique client to reach their financial goals. Carolyn has a Bachelor of Science Degree in Business Management and Marketing. Prior to joining a fee-only advisory firm, she held FINRA Series 7 and Series 66 financial licenses, CA Life Agent and Variable Contracts Insurance, and CA Fire and Casualty licenses.
Carolyn started out in the insurance industry, where she gained valuable skills in teamwork, business planning, and risk management. In 2005, she began her career in the financial services industry. She changed her career focus to financial planning because of her desire to help others improve their financial well-being. Before joining Pure Financial, Carolyn worked for a local Wealth Management firm supporting client relationships and all areas of financial planning. Prior to that, Carolyn worked for Branch Banking & Trust Bank as a retirement plan analyst where she gained extensive knowledge of retirement plans.
Carolyn grew up in North Carolina and now enjoys sunny California with her husband and 2 children. They spend their time with family and friends and going to the beach with their dog.