Carli Smith, CFP®

 Financial Mentor

A LITTLE MORE ABOUT CARLI:

Carli is a Certified Financial Planner (CFP®) at ML&R Wealth Management.

She has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, helping individuals manage their wealth through holistic and comprehensive financial planning. Understanding that financial planning and investing is more of a journey than a destination, she recognizes that each person she works with has a unique purpose for their wealth and it is her goal to help her clients fulfill that purpose. Taking the time to truly understand the values and goals of each of her clients has allowed her to strategically build out long-term investment strategies based on each clients’ unique circumstances and comprehensive financial plan. Her attention to detail, love of problem-solving, and compassion for clients allow her to provide the level of service necessary for a successful long-term client-investment management advisor relationship.