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Get Started on Your Financial Life Plan Today

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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

Get to Know Carolina

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.

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Meet Carolina ’s Team
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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

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.

Call Us To Get Started. (844) 356-4934