Caryn Halbrecht, Cfa Email & Phone Number

Do you need help organizing your financial life? Are you looking for an experienced, transparent advisor committed to your best interest?An advisor passionate about educating and empowering women, but not exclusively?Caryn and Lynne work with investors and their advisors to design a roadmap to help achieve what matters most.Let's talk about risk, cash flow in retirement and smart giving strategies.Let us help you on your financial journey…..Discover the financial confidence that comes with knowing you've got a plan.And the assurance that you've taken a 30,000 foot view of your needs and haven't missed anything important.Ask yourself these questions:Do you have the required expertise to be managing your own portfolio?When was the last time you checked the beneficiaries on your life insurance?Are you sitting on too much cash and frozen about what to do with it?Would you benefit from long term care?We can help!!!Book an appointment for a complimentary consultation and let us get to know you. We're here to help.BIO:Formerly a professional mutual fund manager, Caryn is passionate about helping people make smart decisions for their financial future. She holds the CFA® (Chartered Financial Analyst®) designation, graduated Cum Laude from NYU, has a Masters degree in Public Finance, and had a successful career on Wall Street, having worked for AMBAC, Banker's Trust and Oppenheimer Funds. She has volunteered on various boards in her community, including United Way, UJA and a start-up progressive high school, and gives financial literacy workshops to the underserved.Caryn loves yoga, reading, cooking, playing piano and entertaining friends. She and her husband have four grown sons and live in Stamford, CT.*Certified Financial Analyst® and CFA® are registered trademarks of the CFA Institute.

Listed skills include Portfolio Management, Strategic Financial Planning, Client Presentation, Strategic Financial, and 6 others.