Carolyn Nunez (CFP®, MBA)

Carolyn Nunez focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Ithaka Financial Planning specializes in Integrated Financial Planning designed to help you reach your financial goals while also providing management of your investments. 

Additional Information

Ithaka Financial Planning provides a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.

We help you get your financial house in order to help you reach your financial and life dreams.  Financial planning gives you the time and energy to create a life rich in the experiences that you value.

NAPFA Start Date

July 02, 2014


This Office

5425 Wisconsin Ave Ste 600 Bethesda, MD 20815-3588 Phone: (301) 968-2381

Other Offices

33 William St Fairhaven, MA 02719-2966 Phone: (301) 968-2381