The Team

Carlin Wealth Management Group

We believe our experience in personalized and tailored financial advice, including estate planning and asset management strategies, helps families make critical decisions. Together, using the principals of financial planning designated by the CFP Board, we navigate complex issues such as retirement planning, special needs planning, weighing the tax implications of life decisions, and making the most of workplace benefits and social security. We strive to help all our clients feel the financial confidence they need to pursue their passions and live life on their terms — today and in the future.

Our Advisors

Nicholas Carlin

Nicholas Carlin

Private Wealth Advisor

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Designations

MSFP, CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

Bachelor of Arts, Assumption College, Master of Science in Financial Planning
CA Insurance #0I13286

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Our Staff

Angelina Headrick

Angelina Headrick

Client Service Associate

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Roles & Responsibilities

  • Managing Calendars
  • Processing client administrative requests
  • Completing Paperwork