Carolynn B
Certified Financial Planner® at Carolynn Bridges | Detroit Metropolitan Area
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Carolynn B. currently serves as a Certified Financial Planner® at Carolynn Bridges, where she leverages her extensive expertise to deliver comprehensive financial planning solutions tailored to both advisors and clients. In her role, Carolynn is instrumental in designing personalized financial plans that encompass investment strategies, tax optimization, and risk management, ensuring her clients achieve clarity, confidence, and peace of mind over their financial futures. Her deep understanding of investment products and tax planning allows her to craft innovative solutions that align with each client’s unique goals and risk tolerance.
One of Carolynn’s key projects involves leading educational workshops and training sessions for financial advisors, empowering them with the latest industry insights and best practices in fiduciary responsibility, plan design, and client relationship management. Her ability to translate complex financial concepts into clear, actionable recommendations has earned her a reputation for transforming advisors into trusted fiduciaries and clients into raving fans. She also actively collaborates on developing strategic initiatives that enhance the firm’s service offerings, utilizing tools like Smartsheet to streamline workflows and improve client engagement.
With a servant-minded approach and a focus on accountability, Carolynn regularly updates and reviews financial plans at least annually, ensuring her clients stay on track amidst changing market conditions and life circumstances. Her creative problem-solving skills and commitment to high-quality customer service make her a valuable asset in fostering long-term client loyalty and delivering high-impact financial solutions. Through her expertise and dedication, Carolynn B. continues to make a positive impact in the financial services industry, helping clients and advisors alike achieve financial clarity and success.
Certified Financial Planner® at Carolynn Bridges in February 2024 to Present
Plan Manager and Financial Planning Paraplanner Developing Comprehensive Financial Plans at LPL Financial in May 2021 to January 2024
Retirement Advisor and Self Study at City Center Financial, LLC in July 2019 to May 2021
Independent Financial Advisor and Certified Financial Planner® at Advisor Group in September 2015 to June 2019
Program Development for Life, Disability, and Long-Term Care Insurance at Christian Financial Credit Union in April 2013 to June 2015
Domestic Home-Maker at Bridges Development in November 2000 to April 2013
Financial Advisor at Ameriprise Financial Services, LLC in May 1996 to November 2000
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Oakland University, Bachelor's degree, October 1993 to October 1996
Kaplan Financial Education, Certfcate of Completion, October 2026
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Training
Operations Management
Coaching
Workload Prioritization
Plan Design
Investment Products
Regulatory Standards
Driving Results
Consultation
Client Presentation
Attention to Detail
Relationship Building
Customer Loyalty
Sales Processes
Teamwork
Business Consulting
eMoney, Right Capital, and Money Guide Pro
Business Relationship Management
Relationship Development
Life Insurance
Securities
Fixed Index Annuities
Social Security
Tactical Asset Allocation
Fixed Annuities
Tax Planning
Morningstar
Project Management
Management
E-money
Quickbooks, A/R, A/P
Supervisory Skills
Financial Planning Software
Problem Solving
Smartsheet
Microsoft PowerPoint
Salesforce.com
Creative Problem Solving
Communication
Microsoft Outlook
Financial Planning
Retirement Planning
Wealth Management
Financial Advisory
Insurance
Certified Financial Planner
College Planning
Estate Planning
Business Retirement Plans
Leadership
Public Speaking
Credit
Investments
Financial Risk
Marketing
Finance
FINRA
Credit Unions
Broker-Dealer
Guaranteed Lifetime Income
Financial Services
Employee Benefits
Customer Service
Social Media
Team Building
Registered Investment Advisor
Marketing Communications
Microsoft Excel
Process Improvement
Strategic Planning
Microsoft Word
Microsoft Office
SEC
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What is Carolynn B email address?
Email Carolynn B at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Carolynn B's email found in 2026.
What is Carolynn B phone number?
Carolynn B phone number is 5867035927.
How to contact Carolynn B?
To contact Carolynn B send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Carolynn B try calling on 5867035927. (updated on April 28, 2025)
What company does Carolynn B work for?
Carolynn B works for Carolynn Bridges
What is Carolynn B's role at Carolynn Bridges?
Carolynn B is Certified Financial Planner®
What industry does Carolynn B work in?
Carolynn B works in the Financial Services industry.
Carolynn B Email Addresses
Carolynn B Phone Numbers
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