Carlie Ransom, Cfp®, Aif®

Carlie Ransom, Cfp®, Aif® Email and Phone Number

Cofounder and Financial Planner @ Equal Path Investments
Tacoma, WA, US
Carlie Ransom, Cfp®, Aif®'s Location
Tacoma, Washington, United States, United States
Carlie Ransom, Cfp®, Aif®'s Contact Details

Carlie Ransom, Cfp®, Aif® work email

Carlie Ransom, Cfp®, Aif® personal email

n/a
About Carlie Ransom, Cfp®, Aif®

Greetings! I'm a flat-fee CERTIFIED FINANCIAL PLANNER® practitioner for values-driven professionals balancing family, career, and impact. We simplify complex financial decisions, so your money aligns with your values. learn more: www.equalpathinvest.com

Carlie Ransom, Cfp®, Aif®'s Current Company Details
Equal Path Investments

Equal Path Investments

View
Cofounder and Financial Planner
Tacoma, WA, US
Website:
equalpathinvest.com
Employees:
4
Carlie Ransom, Cfp®, Aif® Work Experience Details
  • Equal Path Investments
    Cofounder And Financial Planner
    Equal Path Investments
    Tacoma, Wa, Us
    View
  • Equal Path Investments
    Principal Cofounder And Financial Planner
    Equal Path Investments Nov 2023 - Present
    Joyful financial planning to cultivate an empowered and impactful future. We bridge investment education gaps to help you align your money with your personal values. Independent - Fee-only - Fiduciary. See more at: See more at www.equalpathinvest.com
    View
  • Kupala Ventures
    Owner
    Kupala Ventures Feb 2022 - Present
    We help 501(c)3 nonprofit organizations and social impact founders with funding strategy, grant writing, and financial coaching.
    View
  • Finity Group, Llc ®
    Financial Advisor
    Finity Group, Llc ® Jul 2016 - Feb 2022
    Portland, Oregon, Us
    Specialized in comprehensive financial planning for the medical community; maintained a national financial advising practice for medical professionals and provided educational lectures for physicians across the country. Accredited Investment Fiduciary® and holds FINRA series 7, NASAA Series 66 and Life & Health producer certifications.
    View
  • Principal Financial Group
    Financial Advisor
    Principal Financial Group Feb 2016 - Jul 2016
    Des Moines, Iowa, Us
    Investment Advisor Representative and Princor Registered Representativ
    View
  • Community College Of Aurora
    Adjunct Biology Professor
    Community College Of Aurora Aug 2013 - Aug 2015
    Aurora, Co, Us
    Developed a college biology program through the Community College of Aurora for high school students to get both high school and college credit.
    View
  • Aurora Public Schools
    Chemistry And Biology Teacher
    Aurora Public Schools Jul 2011 - Aug 2015
    Aurora, Colorado, Us
    Taught 10th grade chemistry and 11th grade college biology (dual enrollment through the Community College of Aurora).
    View
  • World Strides
    Educational Travel Leader
    World Strides Sep 2009 - Jul 2012
  • Seattle University
    Biology Endorsement Academy Instructor
    Seattle University Sep 2010 - Jun 2011
    Seattle, Wa, Us
    Developed curriculum and taught classes for the Biology Endorsement Academy, to allow current teachers to obtain a biology endorsement. This was a partnership between Seattle University and the Puget Sound Educational Service District.
    View
  • Renton School District
    Science And Technology Educator
    Renton School District Aug 2005 - Jun 2011
    Renton, Wa, Us
    View
  • Fred Hutchinson Research Center
    Sustainability Curriculum Consultant
    Fred Hutchinson Research Center Jun 2010 - Dec 2010
    Selected for this competitive opportunity by Dr. Leland Hartwell, Nobel laureate and Fred Hutchinson Cancer Research Director, for my commitment to teaching and demonstrated curriculum design creativity. Provided input for Dr. Hartwell's University of Arizona sustainability curriculum and also designed and implemented school-wide sustainability curriculum.
  • Ni+C [Nippon Information And Communication Corporation]
    English Instructor And Scientific Paper Editor
    Ni+C [Nippon Information And Communication Corporation] Oct 2002 - Aug 2003
    Tokyo, Japan, Jp
    Edited Scientific Papers and taught English to IT professionals in Nishiwaki, Japan.
    View
  • Japan Exchange And Teaching Program(Me) (Jet)
    English Instructor
    Japan Exchange And Teaching Program(Me) (Jet) Aug 2002 - Aug 2003
    Jp
    View

Carlie Ransom, Cfp®, Aif® Skills

Retirement Planning Financial Needs Analysis Asset Allocation Tax Deferred Savings 401k 403b Annuities Wealth Accumulation Iras Long Term Care Insurance Mutual Funds Pension Plans Series 7 Series 66 Survivor Income College Funding Strategies Whole Life Insurance Term Life Insurance Estate Planning Disability Income Insurance Income Protection Charitable Giving Supplemental Retirement Income Teaching Curriculum Development

Carlie Ransom, Cfp®, Aif® Education Details

  • Montana State University-Bozeman
    Montana State University-Bozeman
    Science Education
  • Western Washington University
    Western Washington University
    Environmental Science

Frequently Asked Questions about Carlie Ransom, Cfp®, Aif®

What company does Carlie Ransom, Cfp®, Aif® work for?

Carlie Ransom, Cfp®, Aif® works for Equal Path Investments

What is Carlie Ransom, Cfp®, Aif®'s role at the current company?

Carlie Ransom, Cfp®, Aif®'s current role is Cofounder and Financial Planner.

What is Carlie Ransom, Cfp®, Aif®'s email address?

Carlie Ransom, Cfp®, Aif®'s email address is ca****@****oup.com

What schools did Carlie Ransom, Cfp®, Aif® attend?

Carlie Ransom, Cfp®, Aif® attended Montana State University-Bozeman, Western Washington University.

What are some of Carlie Ransom, Cfp®, Aif®'s interests?

Carlie Ransom, Cfp®, Aif® has interest in Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology.

What skills is Carlie Ransom, Cfp®, Aif® known for?

Carlie Ransom, Cfp®, Aif® has skills like Retirement Planning, Financial Needs Analysis, Asset Allocation, Tax Deferred Savings, 401k, 403b, Annuities, Wealth Accumulation, Iras, Long Term Care Insurance, Mutual Funds, Pension Plans.

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