Carol Buchman, CPA, AIF®
Investment Advisor Representative
Carol’s CBK Wealth Experience
Carol's financial plans cover virtually every frame of her clients’ financial picture: financial planning, retirement planning, estate planning and insurance analysis.
Her holistic approach to financial planning helps her clients meet their life goals of buying a home, saving for their child’s education, planning for retirement or leaving a lasting legacy.
As a Registered Representative and Investment Advisor Representative, Carol is registered to sell stocks, bonds, options, mutual funds, variable annuities, variable life insurance, fixed life insurance, disability income and long-term care insurance.
Carol’s Past Work Experience
Carol L. Buchman, CPA, AIF® whose career includes practicing at the Big Four accounting firms and Wall Street brokerages, has been providing high net worth individuals, business owners, and corporations with financial planning including investment planning, retirement planning, tax planning, estate planning and insurance planning for over 30 years.
A recognized authority in her field, she was a co-host of the popular radio talk show “Financially Speaking”. She also has written various articles on related topics and has spoken numerous times before various trade and professional groups.
She received her Bachelor of Science from New York University Business School in Accounting.