CLW Financial Planning, LLC

CONNECT

Address:

500 Westover Drive #10146
Sanford, NC 27330

Phone:

(919) 729-6545

Carolyn Larsen-Wieber

Carolyn Larsen-Wieber

Owner

Carolyn started this firm with a vision to provide financial planning to clients as an educational experience to help her clients realize their vision for a life they’ve only dreamed about.  This vision includes providing a values based, life centered approach.  What that means is that the client’s values, dreams and visions are the center of every integrated plan for her clients. 

Carolyn has over 25 years experience in the area of advanced tax issues including estates, trusts, and gift tax which give her clients an advantage because every aspect of financial planning has some sort of tax implication. 

Carolyn received the Personal Financial Specialist (PFS) in 1999.  This designation along with an advanced degree and financial planning experience provided sufficient qualifications to allow her to provide an integrated planning experience to her clients.

 

Professional Memberships and Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • North Carolina Association of Certified Public Accountants (NCACPA)
  • Personal Financial Planning Division Member (AICPA)

 

Accreditations, Licenses and Education

  • Licensed as a Certified Public Accountant in North Carolina (License #23314)
  • Licensed as a Personal Financial Specialist (PFS)
  • Bachelor of Science degree from Cornell University
  • Master of Business Administration from Rochester Institute of Technology
  • The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS Credential nationwide. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth’s annual ranking.