Insurance Strategies, College Funding Strategies, Group Benefits, Financial Education, Retirement Income Planning, Student Loan Refinancing, Business Owners, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Estate Planning, Charitable Giving
My name is Carolyne Charvoz, and I am building my practice on hospitality and customer service. My past experiences include volunteering as a peer counselor, I am a former collegiate athlete, and I have a long history with working and managing restaurant groups.
My transition into financial planning has challenged my former ideas of how I can help those around me. I pride myself in getting to know each client so that I can understand their individual needs and money goals. I provide guidance to collaborative, growth-minded and busy working professionals through a process of ongoing financial planning.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
When I am not planning for a client, I enjoy volunteering and spending time with my family and friends. I volunteer my time teaching financial literacy to grade school and high school students. I participate in several local networking groups and spend time with a couple of local support groups as well. I am an avid reader, not just about finance but about wine, whiskey, and food.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck
University of California, Davis (2007-2010)
Mount Diablo Business Women
Junior Achievement of Northern California