Caritas Financial Employee Directory
Financial ServicesOhio, United States11-50 Employees
Our experienced professionals have helped hundreds of families for nearly two decades by providing clear, thoughtful retirement planning guidance. We have expanded our services to become a comprehensive financial services firm providing financial management and private wealth management for individuals and families as well as institutional services for organizations such as endowments, foundations, and retirement plans. Focused on You Our work begins by helping you clarify and prioritize your objectives. This is accomplished after an in-depth conversation designed to give us insight as to what is important to you in life, both personally and financially. Lasting Relationships Each Financial Consultant and Private Wealth Advisor works with a select number of clients to help ensure we are accessible and responsive to your needs. Objective, Unbiased Advice Whether you are getting “retirement-ready,” selling your business, organizing your finances, planning a legacy, or even starting a foundation, you can feel comfortable knowing you have a strong financial team to provide comprehensive recommendations. Our skilled team is comprised of financial professionals with distinguished industry designations, including CERTIFIED FINANCIAL PLANNER TM (CFP®), Chartered Financial Analyst (CFA®), Certified Investment Management Analyst (CIMA®), Chartered Alternative Investment Analyst (CAIA®), and Accredited Investment Fiduciary (AIF®) – all of whom have access to a broad spectrum of non-proprietary products and services. Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org www.sipc.org Third party posts found on this profile do not reflect views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.caritasfinancial.com
1-888-653-2347 
support@leadiq.com 
