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Patricia Carrera CDFA®, CFP®, MBA
Equitable Advisors
500 Post Road East |
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As a financial advisor, I draw on my professional and life experience to help my clients find meaningful, financially sustainable lifestyles and be prepared for whatever journey life takes them on. A New York City native, I began my career in finance and compensation/benefits roles in Fortune 500 companies. These roles provided a great foundation for my work today. As a Certified Financial Planner™ professional, I take pride in delivering the highest level of professionalism by listening closely to my clients, being objective and transparent, and providing top-notch service and advice with integrity. My holistic approach to financial planning and wealth management reflects a deep understanding that my clients’ financial goals and life purpose are closely interconnected. Knowing that life does not always go the way we expect, I added the Certified Divorce Financial Analyst credential early in my career so that I could further help clients facing critical decisions during an especially emotional time. My focus on education and a collaborative process enables my clients to move from uncertainty and anxiety to the confidence and peace of mind that comes from informed decision-making. My education includes a B.A. in Economics from Swarthmore College, an MBA in Finance from the NYU Stern School of Business, and the Retirement Planning Specialist designation from The Wharton School of the University of Pennsylvania. I am the proud mother of three adult children and enjoy the emptynester life in Milford, CT with my dog, Fettuccine. When I’m not working with clients, you will find me practicing yoga, kayaking, golfing, and playing tennis. I also devote time to mentoring others on balancing work and family, and inspiring other women to succeed in business. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt |
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800.875.1760
