Purse Strings Approved Professionals
Senior Wealth Advisor,
Better Money Decisions
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Carol specializes in helping clients understand their investments. She is not just a financial planner and investment manager but loves her role as a financial Read more...
SPECIALTIES
- Financial Planning
- IRA
- Legacy Planning
- Money Mindsets
- Socially Conscious Investing
- Wealth Protection
LOCATION
14301 North 87th Street, Suite 205
Scottsdale
Arizona
85260
United States
Scottsdale
Arizona
85260
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Founder and Wealth Advisor,
Key Wealth Management
WHY I LOVE WORKING WITH WOMEN
Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP®, she is thorough when Read more...
SPECIALTIES
- Family Legacy Planning
- Financial Planning
LOCATION
8669 E San Alberto
Scottsdale
Arizona
85258
United States
Scottsdale
Arizona
85258
United States
STATES SERVED:
All 50 States
Virtual Appointments Available