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Our financial advice team


Carla Parisi Keck

Carla Parisi Keck

AWMA®

Associate Financial Advisor

Azimont Group
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Business Retirement Plans
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠