As a Financial Planner, Caribel services the financial needs of individuals and businesses while looking to build long-term relationships. She collaborates with her clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Caribel can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.