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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
