Hi, I'm Carolynn Bridges, CFP® and I'm the PEEK WEALTH Financial Plan Manager (known as a Paraplanner within the industry), and I live in Huntington Woods, Michigan.
What does a paraplanner do?
My specialties for you are constructing financial plans, researching financial planning questions, financial plan updates, and attending client meetings.
I'm a Certified Financial Planner® with over 20 years of experience in Financial Services. I'm passionate about helping to improve the financial lives of people and improving the way our industry provides these services.
Outside of work, I love spending time with my children, Nolan and Blake, especially at Disneyworld! My favorite things to do are traveling, reading non-fiction books, watching movies, attending bible studies, helping others, and creating quality comprehensive financial plans.
I look forward to working with you!
- Industry Experience: Since 1996
- Education: BS in Finance from Oakland University
- Designations: CFP®
- Licenses: S7, S65, S63, Life and Variable
Outside of work, Carolynn loves spending time with her children, Nolan and Blake; especially at Disneyworld!
Her favorite things to do are traveling, reading non-fiction books, watching movies, attending bible studies, helping others, and creating the highest quality comprehensive financial plans.