Carol M. Khouri,  CFP<sup>&reg;</sup> - Financial Advisor

Carol M. Khouri, CFP®

CDFA™,CeFT™

Financial Advisor

Wingate Wealth Advisors

450 Bedford St
Lexington, MA 02420
(781) 862-7100

General

Carol Khouri is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wingate Wealth Advisors in Lexington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA™)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced, Retirement, Sudden Wealth, Women's Finances

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