Smartvestor Pro* & Andres Gutierrez Profesional Recomendado
Masters in Finance from University of Arizona
Affiliated with Arizona Small Dog Rescue & Once Upon a Paw
Competed in horse show jumping for 10+ years
Will video conference with clients to make it easier
Carolina Carranza is an Alumni of the University of Arizona. After teaching at the University while completing her master’s degree, she realized teaching and financial planning are some of the things she enjoys the most. This led her to start her career as an Advisor at Trilogy Financial.
Carolina joined Trilogy in 2021 and is proud to support her team with the Smartvestor Pro and Andres Gutierrez financial freedom programs. In addition, she speaks three languages fluently and has worked for multinational companies focusing on asset management, consulting, and accounting.
When Carolina is not helping clients pursue their personal financial goals, you can find her volunteering at different non-profits focused on dog adoption and rescue. She also enjoys outdoor activities like hiking and skiing.
She holds the Series 65 registration with Trilogy Capital Inc., as well a Life and Health Insurance License.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.