Cari Rothfeld , Cfp®, Mba Email & Phone Number

As a member of the Cooper Scoggin Financial Strategies Group of Wells Fargo Advisors, I leverage my strengths with those of my team members to provide a broad range of services in three key areas: investment planning, retirement planning, and asset management. We believe our collaborative approach benefits our clients, who include individuals at every stage of life, from young professionals to retirees. Our Mission Statement expresses our pledge to you: Understanding that the future is always uncertain, we will do our best to preserve your purchasing power and to avoid the permanent impairment of capital. We will remain patient and flexible, looking for opportunity globally. Our ultimate goal is to be good stewards of the families and assets in our care.I joined the financial services industry in 2004 and took particular interest in insurance strategies and marketing. I earned my MBA from the University of Massachusetts in 2009 with a focus on marketing communications. In 2012, I relocated from New England to Austin Texas to expand my network, career opportunities and share passion of retirement education in women's markets. I enjoy health and fitness and world travel. I welcome the opportunity to learn how I might serve your financial needs. Contact me to arrange a personal meeting at no obligation.This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OK, PA, TX, UT, VA, WA, and WI only.Please contact me by e-mail cari.peterson@wellsfargoadvisors.com. I cannot respond to messages through LinkedIn./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Insurance, Leadership, Marketing Communications, and 38 others.

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  Vice President - Investments

  Wells Fargo Advisors

  Oct 2022 - Present - Austin, Tx