With over 17 years of experience in the financial services industry, Carolina is proud to provide comprehensive and personalized wealth management for individuals, families and businesses. She brings a passion for helping clients achieve greater peace of mind to her role, and enjoys helping them navigate complex financial decisions with confidence.
Working with an extended team of industry-leading professionals, Carolina offers access to top-tier integrated solutions in the areas of tax, estate, insurance, banking and business succession planning. Carolina has also obtained the advanced Chartered Investment Manager (CIM) designation to enhance her professional service offering. Prior to joining the financial services industry, she worked in real estate for three years.
Carolina approaches each client interaction as an opportunity to build meaningful, long-term relationships based on respect and trust, and has become known for her genuine level of care and commitment to clients' greatest goals and objectives. In addition to her enthusiasm for forming personal connections with clients, Carolina greatly enjoys keeping up with the diverse universe of investment strategies and solutions in portfolio management.
Outside of the office, Carolina loves spending quality time with her close friends and extended family. When she isn't busy planning her next trip, Carolina can often be found partaking in outdoor activities like hiking, paddleboarding, boating, snowboarding and skating.
