Carolina Llano, CFP®

Senior Vice President

Carolina has been in the financial services industry since 2011. As a Certified Financial Planner professional, she upholds a high standard of excellence in providing financial advice to clients that include corporate executives, attorneys, business owners, and professional athletes. She has a proven skillset in providing thorough financial planning and support to high-net-worth individuals.

As a former athlete, Carolina experienced firsthand the complexities of managing taxes, expenses, and other financial responsibilities. This often made it difficult to fully enjoy the game. Carolina became passionate about helping others navigate these challenges, allowing them to focus on what they do best. By providing custom advice and keeping their financial affairs organized, Carolina empowers her clients to make informed financial decisions in their daily lives.

Passionate about making the world a better place, Carolina served on the Board of Directors as Treasurer for Golf Fore Africa, an initiative that brings clean water to remote villages.

Based in Scottsdale, AZ, Carolina enjoys playing golf in her spare time. An avid traveler and fluent in Spanish, she loves to visit her home country of Colombia.

Previous Experience

  • Senior Client Relationship Manager at GM Advisory Group
  • Vice President, Client Relationship Manager at FineMark National Bank & Trust
  • Associate Vice President, Client Relationship Manager at FineMark National Bank & Trust
  • Officer, Client Relationship Manager at FineMark National Bank & Trust

Education & Credentials

  • Certified Financial Planner (CFP®)
  • MBA, Arizona State University – W.P. Carey School of Business
  • BS, Pepperdine University, International Business

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.