Patricia Carrera

Patricia Carrera /The Connecticut Group

Contact Information

Phone: 2032914793
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500 Post Road East, Westport, CT, USA

Profession: Financial Professional
Non-Adversarial Divorce Services: Collaborative Divorce
Collaborative Practice Group: Collaborative Divorce Professionals of Fairfield County

As a Certified Financial Planner®, I take pride in delivering the highest level of professionalism by listening closely to my clients, being objective and transparent, and providing top-notch service and advice with integrity. My holistic approach to financial planning and wealth management reflects a deep understanding that my clients’ financial goals and life purpose are closely interconnected. Knowing that life does not always go the way we expect, I added the Certified Divorce Financial Analyst credential early in my career so that I could further help clients facing critical decisions during an especially emotional time. My focus on education and a collaborative process enables my clients to move from uncertainty and anxiety to the confidence and peace of mind that comes from informed decision-making. My education includes a B.A. in Economics from Swarthmore College, an MBA in Finance from the NYU Stern School of Business, and the Retirement Planning Specialist designation from The Wharton School of the University of Pennsylvania.