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.