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Our financial advice team


Cary Laudadio Ameriprise Financial Advisor

Cary Laudadio

CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
GoalFusion Wealth Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 25 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Insurance

Interests

My wife, Jenny, and I have been married since 2003 and have two children: Traver and Kiley. Traver loves math and Harry Potter, and Kiley loves animals, reading and sports.

One of my interests is fishing which provides relaxation and balance. I participate in fishing tournaments across Texas and enjoy the comradery amongst fellow anglers.

I also enjoy working with people and numbers. Growing up, my family road trips consisted of square root competitions instead of games such as “I Spy.” I’m proud that my passion for numbers has resulted in a successful career of helping people reach their life’s goals.

Community participation

Awards & recognition

  • American Express Financial Advisors, Inc. President's Recognition Award, 2007

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Southwestern University, BA Economics, 1998
  • The University of Texas at Austin, Financial Planning Certificate Program, 2005
  • College for Financial Planning, Chartered Retirement Planning Counselor, 2006
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