Changing Jobs? Keeping Your Finances in Check with Caroline Wetzel

Is spring inspiring you to think differently about your job?  Professionals of all ages are changing careers.  But not everyone navigates this transition strategically when it comes to personal finances.  Join us for this workshop led by private wealth advisor, Caroline Wetzel, who knows what it takes to successfully change roles; she did it herself and advises her clients how to do it, too.  During this program, she will elaborate on her five tips for professionals in transition.

About the Presenter

Caroline Wetzel has amassed over 20 years of experience in financial services both in the United States and overseas. Inspired by health issues, she made a significant career shift from her global corporate job to become a fiduciary advisor, prioritizing the well-being and interests of her clients. In 2017, Caroline left UBS and joined Procyon Partners as the firm’s first Vice President, Private Wealth Advisor.

As a Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®), Caroline crafts bespoke wealth management strategies for each of her clients tailored to their unique set of circumstances and goals. She works iteratively with each family, constantly tweaking financial strategies as circumstances change, goals are reprioritized, or legislation is updated. Caroline’s unique training as a Mediator makes her uniquely qualified to work with families where priorities may diverge to align on a comprehensive set of goals.  Caroline’s educational background includes a B.S. degree in Policy Analysis and Management from Cornell University, an M.B.A. in Finance, and an Advanced Business Certificate in Global Marketing from the University of Connecticut School of Business. Residing in Milford, CT, with her husband, Caroline finds fulfillment in actively engaging with her community as well as boating with family and friends.