Carole J.A. Peck

Carole J.A. Peck CDFA®, CFP®, MBA

3521 Bonita Bay Boulevard
Bonita Springs FL 34134
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239-949-7100

Meet Carole Peck  www.carolepeckfinancial.com

Carole J.A. Peck, MBA is the President of Carole Peck Financial Center. She also holds her CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst®, Certified Annuity Specialist and Certified Estate Planner designations. Carole has received national recognition for her ability to help clients in up and down markets over the past 30 years. 

Carole’s expertise has made her a sought after speaker. She’s lectured across the country on trends in financial planning, women’s retirement issues, and most recently, divorce financial counseling. Carole has been quoted in national outlets, such as US News & World Report, Chicago Tribune, AOL Daily Finance, and The Associated Press.

Carole feels that helping others with financial planning is truly her passion in life. She has seen clients and their portfolios through six bear markets (and all the bull markets in between). Carole is there for her clients, providing unbiased advice, through the good times and the bad. This is why we believe, most of our clients have been with us for over 15 years. Carole has recently achieved a new area of expertise, Divorce Financial Counseling, helping attorneys with the financial analysis for their clients undergoing the divorce process.

After graduating cum laude from the University of Massachusetts, Carole went on to get her MBA from De Paul University. In 1987, she decided to start her own financial planning practice. Carole lives with her husband, Andy, and their two rescued German Shepherds in Florida. She is a strong advocate for animal rescue. Interesting fact about Carole: Upon graduating from college with a degree in Russian Studies, Carole was fluent, and almost pursued a career with the National Security Agency.

CFP, CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.