Cary Carbonaro, CFP®MBA

The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

This year’s list highlights advisors who provide unique value to communities across the board, from those… Show more

The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.

This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community. It's an honor to get to highlight the work these individuals do.
https://www.investopedia.com/inv-100-top-financial-advisors-7556227#toc-florida Show less

The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. They influence the practice of financial advice, and help educate millions of investors.
https://www.investopedia.com/top-100-financial-advisors-4427912

Diamond Status is awarded to the Top 5 MD led offices based on the Diamond Score of the 7 qualifying KPIs , provided that each of the 7 KPIs is above the 50th percentile.
Diamond Score is the average of all your office's KPI percentiles
Diamond qualifiers receive a number of special rewards and is the highest achievable level of Success RoadMap benefits.

https://www.investopedia.com/financial-advisor/celebrating-most-influential-advisors-2018/#ixzz5Q9efpxot
https://www.investopedia.com/top-100-financial-advisors/
Here’s how we determined the list:
For nearly 20 years, we have sought to help people make smarter financial decisions. Every article we write and tool we develop is imbued with a mission of educating our readers.
Accordingly, we don’t believe that traditional metrics, like advisor AUM or client turnover, are the best way… Show more

https://www.investopedia.com/financial-advisor/celebrating-most-influential-advisors-2018/#ixzz5Q9efpxot
https://www.investopedia.com/top-100-financial-advisors/
Here’s how we determined the list:
For nearly 20 years, we have sought to help people make smarter financial decisions. Every article we write and tool we develop is imbued with a mission of educating our readers.
Accordingly, we don’t believe that traditional metrics, like advisor AUM or client turnover, are the best way to measure today’s financial advisors. It’s not that we don’t find such metrics important. We recognize that other lists that rely on such metrics serve an important purpose. It’s just not what we’re about at Investopedia.
The Investopedia 100 seeks to measure influence. We have endeavored to quantify the impact that our advisors have on their clients and the broader financial community. Influence isn’t about being popular. It’s about helping others (although being popular helps if one’s popularity is tied to the mission of educating investors).
In developing our list, Investopedia’s data sciences and editorial teams identified advisors across the country who are best able to engage with their audience across platforms. We measured our applicants’ reach, frequency of posting, and amplification.
We also measured and created a matrix of influence to see which advisors followed one-another across social platforms. The more followers an advisor has within the community, the higher their score. We weighed all of these factors appropriately in order to determine our final ranking.
Advisors were invited to apply for this year’s list. Those included were also rated by our editors on the quality of the information they produced and shared across media channels. While we accounted for the size of their followings, their message needed to be sound, balanced, and truly useful.
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2018 Top Women in Finance based on experience, credentials, nominations and recommendations.

The American Heart Association has awarded this for her commitment to support and create awareness about heart disease and stroke, especially as it pertains to women.

InvestmentNews is honoring female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity and willingness to help other women along the way.
http://www.investmentnews.com/section/women-to-watch/2016
http://www.investmentnews.com/section/women-to-watch/2016/profile/1/Cary-Carbonaro

- The Women’s Choice Award for Financial Advisors and Firms was created by
WomenCertified Inc. in an effort to identify advisors that women can trust.
- The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.
- Advisors who qualify for the Award must go through an extensive evaluation process
using 17 objective criteria. In addition… Show more

- The Women’s Choice Award for Financial Advisors and Firms was created by
WomenCertified Inc. in an effort to identify advisors that women can trust.
- The Women’s Choice Award® Financial Advisor Program is the only recognition program that acknowledges well-qualified advisors who are committed to the women’s market and effectively serve women clients.
- Advisors who qualify for the Award must go through an extensive evaluation process
using 17 objective criteria. In addition, and to augment the evaluation process, the
advisor is required to submit letters of validation, substantiating their good standing at
their current firm and/or the advisor’s clients are surveyed to obtain client feedback
regarding service and practices.
- The Women’s Choice Award is the premier recognition award for advisors who provide
quality service to their female clients.
- When consumers see the Women’s Choice Award they can feel confident that the
financial advisor is trusted among their female clients. There is no other award
designation out there that can provide women with that level of confidence when
entrusting the financial needs of herself and her family! Show less

I am humbled beyond words to be on this list with Jane Bryant Quinn Suze Orman David Bach John Boogle the founder Vanguard AND My all time favorite book, Think and Grow Rich
https://www.dailyworth.com/posts/4192-books-that-will-make-you-rich?utm_source=Sailthru&utm_medium=email&utm_campaign=DW-thur10_datafeed&utm_term=DailyWorth

Received Jan 12, 2016 at our annual Executive Summit by Joe Duran