Leading a team that is dedicated to YOU!
Christine J. Carlin CFP™, Founder
Although Chris was educated in accounting, she soon found that the field of financial planning allowed for the combination of her ability to understand complex financial issues and her exceptional interpersonal gifts. Thus, since her first financial planning position in 1991, she explored the many aspects of the industry by working in various positions within financial firms.
After obtaining the prestigious designation of Certified Financial Planner CFP® in 1998, it was time for Chris to branch out on her own with the goal to pursue the individual interest of her clients. So it was that Carlin Financial was founded in 1999.
Today, Carlin Financial continues to provide customized strategies made possible through a wide range of independent services, products and fee structures. Chris has always felt that if success is defined by how much one loves their work, then she just might be one of the most successful people she knows.