Carolyn Nunez (CFP®, MBA)
Carolyn Nunez focuses in the
following client markets or areas of practice:
- Baby Boomers
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Baby Boomers
- Corporate Executives
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Ithaka Financial Planning specializes in Integrated Financial Planning designed to help you reach your financial goals while also providing management of your investments.
Additional Information
Ithaka Financial Planning provides a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.
We help you get your financial house in order to help you reach your financial and life dreams. Financial planning gives you the time and energy to create a life rich in the experiences that you value.
NAPFA Start Date
July 02, 2014
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.