As a Senior Wealth Strategy Associate, Carla Leverman is passionate about making a difference in the lives of her clients. She works closely with clients to meet their financial goals by creating financial plans that are tailored to their circumstances and priorities. Carla is dedicated to providing clients with the highest level of service that brings them confidence about their financial future.
With more than 20 years of industry experience, Carla is able to provide a seasoned perspective to her team and clients. Prior to her advisory role, she worked in investment banking assisting with corporate finance transactions, mergers and acquisitions. Carla has earned her Chartered Retirement Planning Counselor (CRPC®) designation which denotes an expertise in pre-and post-retirement planning needs, including meeting multiple financial objectives, retirement income, employer-sponsored retirement plans, income taxes, asset management, estate planning and more. She is also FINRA Series 7, 63 and 65 registered.
An outdoor enthusiast, Carla can be found hiking, biking and spending time with her family when she is not working with clients. She also supports the Cancer League of Colorado by rappelling down one of Denver’s most prominent skyscrapers in their annual Over the Edge fundraiser.
Registered States:
AZ, CO, FL, TX