Caroline  Wetzel,  CFP<sup>&reg;</sup> - Financial Advisor

Caroline Wetzel, CFP®

MBA, AWMA®

Vice President, Private Wealth Advisor

Procyon Partners

One Corporate Drive, Suite 225
Shelton, CT 06484
(475) 232-2713 CONNECT WITH Caroline
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General

Caroline Wetzel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Procyon Partners in Shelton, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AWMA®

Insurance Licenses

  • Life insurance: CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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