 |
Cary B. Stamp AEP, CDFA®, CFP®
Cary Stamp & Company
110 Bridge Rd |
|
|
Cary Stamp specializes in helping women successfully navigate financial transitions that occur during a divorce or after a husband passes away. A CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® practitioner, he has deep, comprehensive experience in divorce litigation support, investment management, tax strategies, and estate planning, which help women to make empowering choices before and after a divorce. After working with all types of clientele, Cary realized that his skills, knowledge, and mindset were especially well-suited to helping women who are experiencing divorce or facing widowhood. He will assist your attorney at the time of negotiating a divorce settlement and creating new estate planning documents. He will also create an income strategy, advise on methods to help reduce taxes (both income and estate), and create an investment plan for future needs. Cary has an extensive real estate background as a property owner, real estate investor, contract negotiator, and counselor to real estate developers—a helpful background when clients need to buy or sell a home after a divorce. Mr. Stamp grew up in Iowa, and after graduating from the University of Iowa, he launched his career at Piper Jaffray in 1990. By age 29, he was an associate branch manager for Principal Securities in Chicago. In 2002, he left corporate brokerage as the founder of a boutique firm in Chicago which he affiliated with Commonwealth Financial Network. Fulfilling a lifelong dream to live in a warm climate near the ocean, Cary moved to Palm Beach County, FL in 2006 with his wife Sharon and daughter Sarah. He is a frequent speaker on financial planning topics, has written many financial articles, and has been quoted in print and on broadcast media. The expert services offered to Cary’s clients go far beyond those of a typical investment advisor. He offers comprehensive financial planning to address all facets of a person’s financial well-being. To arrange an introductory phone call or appointment, please phone 561-471-7700 or email info@carystamp.com. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Divorce planning services offered by Cary Stamp & Company are separate and unrelated to Commonwealth. Strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. |
||
800.875.1760
