Cary Carbonaro, The Money Queen

Cary Carbonaro, The Money Queen

Cary Carbonaro aka “The Money Queen” is a Certified Financial Planner with an MBA in finance, and has over 25 years of experience in financial services. In 2014, she was named an Ambassador for the CFP® Board, one of only 50 in the United States.

What you’ll learn in this episode

  • What financial planning really is
  • The first step in a successful financial plan
  • Why your financial plan needs to be individualized

Resources mentioned

Book: The Money Queen’s Guide

Firm: United Capital Financial Life Management

How to connect with Cary:

Twitter: @carycarbonaro