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Cary Carbonaro is a Certified Financial Planner and Registered Investment Advisor. Her MBA is from Long Island University.

She is Lake Counties ONLY, FEE ONLY advisor. She is one of a select few FEE ONLY advisors on Long Island and NY.

As a Fee-Only Registered Investment Advisor, Ms. Carbonaro is required to provide objective, impartial and comprehensive Private Wealth Management Services. She does not sell investment products, only her experienced, professional and unbiased opinion as to the best possible financial strategies available for her clients. Her only goal is to help the client secure their financial future and create a secure retirement commensurate with the client�s desired lifestyle. She has worked with hundreds of individuals and families to attain financial independence.


Ms. Carbonaro�s clients benefit from her 17 years of diverse financial experience including 8 years on Wall Street at JP Morgan Chase, 3 years at Citibank (Vice President) and 2 years as a Director at Lord Abbett Investment Management (the 2nd oldest such company on Wall Street).

In addition to extensive and valuable financial experience, Ms. Carbonaro has the unique distinction of being Education Manager for the National Association of Personal Financial Advisors. She is a National Instructor for Kaplan Professional/Dearborn division for the accelerated CFP program and is 2006 President for the Florida Financial Planning Association.

Because of these credentials, Ms. Carbonaro recently filmed a segment for "The Today Show" in August 2007. She is an Orlando Sentinel �Money Matters Hotline� Expert. You�ve seen her quoted often in USA TODAY, Mutual Funds Newsletter, Financial Net News, Bloomberg, Money Magazine, Kiplinger�s and Investors Business Daily. A co-author of the book, TIPS from the TOP: Targeted Advice from America�s Top Money Minds (Alpha, 2003) she is a contributor to the new book, The Wealth Management Manual. She participates in Kiplinger�s Magazine �Jump Start your Retirement Hotline.� A Five Star Advisor with the Paladin Registry, she was honored as a Judge for the 2006 Financial Frontier Awards sponsored by the Financial Planning Association and Janus. She filmed a segment for �The Today Show� August 2007.

Along with 80 of America�s other top financial advisors, she founded National Advisors Trust Company, FSB to provide clients Corporate Trustee and Custodial Services at a discount of 50% off of traditional bank fees and charges. They collectively manage over $20 billion in assets.

Her services include Philanthropic Planning, Corporate Trustee Services, Portfolio Manager Due Diligence/ Evaluation, Investment Advisory, Comprehensive Financial Planning, Complex Estate and Tax Advisory, Asset Protection, Risk & Cash Flow Management.

Contact Ms. Carbonaro at 1-888-212-8767 or email her at [email protected].
  >> TV Appearences  

The news divisions of ABC, CBS, NBC, FOX, and others have sought out the expertise of Cary Carbonaro�

    >> view news clips  

  >> In the Press  

The Wall Street Journal, CNBC, CNN Money, and others have featured the advice from Cary Carbonaro...
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  >> Consultation  

We are interested in knowing each of our clients families, and their intricate needs, as well as their goals.
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  >> New Clients  

New Clients can go here to obtain all the documents to prepare for your first meeting.

>> Download Documents  



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