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Mini cary4
United Capital
Clermont, FL

Cary Carbonaro

CFP®, FPA, MBA
Score:
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Meet Cary

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Introduction - Cary Carbonaro
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Financial Fix: What's your Money Mind - Cary Carbonaro
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Financial Fix: Stretching your Paycheck - Cary Carbonaro
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Financial Fix - How to Improve your Credit
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Cary on Good Morning Orlando - Cary Carbonaro
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How to Start Fresh With a Smart Savings Plan in 2016 - Cary Carbonaro
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Planning Your Financial Future - Cary Carbonaro
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Are You A Material Girl? - Cary Carbonaro
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Know Your Mortgage Numbers - #MoneyMinute Tip - Cary Carbonaro
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Use Your Phone to Keep You Smart About Money - #MoneyMinute Tip - Cary Carbonaro
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When Should Millennials Invest - #MoneyMinute Tip - Cary Carbonaro
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Best Shopping Advice- Sleep On It - #MoneyMinute Tip - Cary Carbonaro
Video Transcripts

Ms. Carbonaro’s clients may benefit from her 20 plus years of diverse financial experience including 8 years on Wall Street at JP MorganChase, 3 years at Citibank (Vice President) and 2 years as a Director at Lord Abbett Investment. She was the founder and President of FamilyFinancial Research before it merged with Stonegate and is now currently a CFP® Board Ambassador. In addition to extensive and valuable financial experience, Ms.Carbonaro…

Ms. Carbonaro’s clients may benefit from her 20 plus years of diverse financial experience including 8 years on Wall Street at JP MorganChase, 3 years at Citibank (Vice President) and 2 years as a Director at Lord Abbett Investment. She was the founder and President of FamilyFinancial Research before it merged with Stonegate and is now currently a CFP® Board Ambassador. In addition to extensive and valuable financial experience, Ms.Carbonaro had the unique distinction of being Education Manager for the National Association of Personal Financial Advisors (NAPFA). She was a National Instructor for Kaplan Professional/Dearborn division for the accelerated CFP program. She taught at Fordham University and was the 2006 President for the Florida Financial Planning Association.

Because of these credentials, Ms. Carbonaro is an Orlando Sentinel “Money Matters Hotline”Expert. She is an Expert on FI Life the WSJ Online Personal Finance Community. You’ve seen her quoted several times in the Wall Street Journal, NY Newsday, USA Today, The Street.com,Orlando Business Journal, Bloomberg, CNBC, Bankrate, Money Magazine, More Magazine,Kiplinger’s, Investors Business Daily to name a few. A co-author of the book, TIPS from theTOP: Targeted Advice from America’s Top Money Minds (Alpha, 2003) she is a contributor to the new book, The Wealth Management Manual.

She has been seen on, “The Today Show”, CBS, Fox News, and ABC. She has been on PBSNightly Business News numerous times and a WPIX segment called Magical Wedding Series.

Cary is available to meet at the following locations:
• Long Island, NY - Huntington
• New York City, Midtown
• Central Florida - Clermont
• Paramus, New Jersey


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
LGBT Services

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
MBA
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