Carol  O'Rourke,  CFP<sup>&reg;</sup> - Financial Advisor

Carol O'Rourke, CFP®

Partner

SHOR Financial Wellness

25 Sutton Place South, Apt 17H
New York, NY 10022
FINANCIAL ADVISOR'S WEBSITE
(917) 902-0685

General

Carol O'Rourke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SHOR Financial Wellness in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Buying a Home, Asset Allocation, Mutual Funds, Stocks & Bonds, Women's Finances

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