Caroline Wetzel, CFP®, CDFA®, AWMA®
Caroline Wetzel is a vice president and private wealth adviser at Procyon Private Wealth Partners. Caroline has worked in financial services in the U.S. and overseas since 2001. She began specializing in wealth management for affluent multi-generational families in 2015. Caroline earned a B.S. in policy analysis and management at Cornell University and an MBA in finance and advanced certification in marketing from the University of Connecticut School of Business. She holds the Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and, also, is a trained mediator.
Phone: 475.232.2713 | Email: email@example.com | Website: www.procyonpartners.net/team/caroline-wetzel | Facebook: www.facebook.com/carolinewetzelcfp | LinkedIn: www.linkedin.com/in/carolinewetzelcfp
Latest articles by Caroline Wetzel, CFP®, CDFA®, AWMA®
Changing Jobs? Keep Your Finances in Check with This Checklist
career paths Career moves have been plentiful the past year. If a change could be in the cards for you, you need to be ready with the answers to several questions. Scan our checklist to see how prepared you may be.
Financial Conversation Starters for Couples
personal finance Instead of reaching for the remote and an evening of Netflix, why not get really intimate … and talk about money instead? Sharing the same financial goals and being open about how you’re doing can be great for your relationship.
By Caroline Wetzel, CFP®, CDFA®, AWMA® Publishedpersonal finance
Financial Health Checklist for Small Business Owners
small business Keeping your company up and running is more than a full-time job, so it’s easy to overlook some key steps toward keeping your company – and yourself – financially healthy. Here’s a rundown of items to keep a close eye on.
By Caroline Wetzel, CFP®, CDFA®, AWMA® Publishedsmall business
Top 10 Quick Tips for Your 2020 Taxes
tax filing From new deadlines to strategies to make sure you get all the stimulus money you have coming to you, here are some quick tips to keep in mind about your 2020 taxes.
By Caroline Wetzel, CFP®, CDFA®, AWMA® Publishedtax filing