Carol Poulin

CFP®, CPA

Financial Advisor
Vice President
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

    Explore

Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what I do

Putting your interests first; it’s what I do

Ameriprise earned a 2020 Hearts & Wallets Top Performer recognition for the investment industry in:

• “Unbiased, puts my interest first”

• “Explains things in understandable terms”

• “Understands me and shares my values”


I’m proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors are not Equal

As a financial advisor that holds CPA and CERTIFIED FINANCIAL PLANNERTMcertifications, I bring a vast bank of knowledge to the table. Beyond my experience as a financial advisor, I have an extensive background and understanding of taxation, accounting and business consulting. I understand the importance of relationships with professionals and will work closely with your accountant and other professionals you authorize to help ensure that everyone involved with your financial well-being is kept up to date. I have an open door whether your portfolio is large or small. If you call or email, I generally respond in 24 hours. I believe that a client-advisor relationship is a two way street.

My videos

9 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)