Caroline Wetzel, CFP

Caroline earned her B.S. degree in Policy Analysis and Management at Cornell University and holds an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She also holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst™ (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and is a trained Mediator.  Caroline has been voted 10Best Business / Life Coach by readers of Natural Nutmeg Magazine every year since 2018. 

For more information about Caroline Wetzel, CFP® check out these links: Articles  | Facebook  | Instagram  | LinkedIn | Website

 

Upcoming (0)

Sorry, there are no upcoming events

Past (42)

WOW Collaborative Webinar - Celebrate Int'l Women's Day primary image

WOW Collaborative Webinar - Celebrate Int'l Women's Day

Tue, Mar 8 • 9:00 AM EST

Free

Coffee Break With Caroline: Sudden Money primary image

Coffee Break With Caroline: Sudden Money

Thu, Feb 17 • 12:00 PM EST

Free

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu) primary image

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu)

Wed, Dec 1 • 5:30 PM EST

Free

Five Financial Tips for Women in Their 50s: Virtual Happy Hour primary image

Five Financial Tips for Women in Their 50s: Virtual Happy Hour

Thu, Jul 15 • 5:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn primary image

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn

Thu, Jul 15 • 12:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline primary image

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline

Thu, Jul 15 • 10:00 AM EDT

Free

Six Financial Strategies for Women - Virtual Happy Hour primary image

Six Financial Strategies for Women - Virtual Happy Hour

Thu, Jun 17 • 5:00 PM EDT

Free

Six Financial Strategies for Women - Virtual Lunch & Learn primary image

Six Financial Strategies for Women - Virtual Lunch & Learn

Thu, Jun 17 • 12:00 PM EDT

Free

Six Financial Strategies for Women - Morning Coffee With Caroline primary image

Six Financial Strategies for Women - Morning Coffee With Caroline

Thu, Jun 17 • 10:00 AM EDT

Free

Sudden Money: Now What? - Virtual Happy Hour primary image

Sudden Money: Now What? - Virtual Happy Hour

Thu, May 20 • 5:00 PM EDT

Free

Sudden Money: Now What? - Virtual Lunch & Learn primary image

Sudden Money: Now What? - Virtual Lunch & Learn

Thu, May 20 • 12:00 PM EDT

Free

Sudden Money: Now What? - Morning Coffee With Caroline primary image

Sudden Money: Now What? - Morning Coffee With Caroline

Thu, May 20 • 10:00 AM EDT

Free

WOW Collaborative Webinar - Celebrate Int'l Women's Day primary image

WOW Collaborative Webinar - Celebrate Int'l Women's Day

Tue, Mar 8 • 9:00 AM EST

Free

Coffee Break With Caroline: Sudden Money primary image

Coffee Break With Caroline: Sudden Money

Thu, Feb 17 • 12:00 PM EST

Free

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu) primary image

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu)

Wed, Dec 1 • 5:30 PM EST

Free

Five Financial Tips for Women in Their 50s: Virtual Happy Hour primary image

Five Financial Tips for Women in Their 50s: Virtual Happy Hour

Thu, Jul 15 • 5:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn primary image

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn

Thu, Jul 15 • 12:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline primary image

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline

Thu, Jul 15 • 10:00 AM EDT

Free

Six Financial Strategies for Women - Virtual Happy Hour primary image

Six Financial Strategies for Women - Virtual Happy Hour

Thu, Jun 17 • 5:00 PM EDT

Free

Six Financial Strategies for Women - Virtual Lunch & Learn primary image

Six Financial Strategies for Women - Virtual Lunch & Learn

Thu, Jun 17 • 12:00 PM EDT

Free

Six Financial Strategies for Women - Morning Coffee With Caroline primary image

Six Financial Strategies for Women - Morning Coffee With Caroline

Thu, Jun 17 • 10:00 AM EDT

Free

Sudden Money: Now What? - Virtual Happy Hour primary image

Sudden Money: Now What? - Virtual Happy Hour

Thu, May 20 • 5:00 PM EDT

Free

Sudden Money: Now What? - Virtual Lunch & Learn primary image

Sudden Money: Now What? - Virtual Lunch & Learn

Thu, May 20 • 12:00 PM EDT

Free

Sudden Money: Now What? - Morning Coffee With Caroline primary image

Sudden Money: Now What? - Morning Coffee With Caroline

Thu, May 20 • 10:00 AM EDT

Free

Caroline earned her B.S. degree in Policy Analysis and Management at Cornell University and holds an M.B.A. in Finance and Advanced Certification in Marketing from the University of Connecticut School of Business. She also holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst™ (CDFA®) and Accredited Wealth Management Advisor (AWMA®) designations and is a trained Mediator.  Caroline has been voted 10Best Business / Life Coach by readers of Natural Nutmeg Magazine every year since 2018. 

For more information about Caroline Wetzel, CFP® check out these links: Articles  | Facebook  | Instagram  | LinkedIn | Website

 

Events

Sorry, there are no upcoming events
WOW Collaborative Webinar - Celebrate Int'l Women's Day primary image

WOW Collaborative Webinar - Celebrate Int'l Women's Day

Tue, Mar 8 • 9:00 AM EST

Free

Coffee Break With Caroline: Sudden Money primary image

Coffee Break With Caroline: Sudden Money

Thu, Feb 17 • 12:00 PM EST

Free

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu) primary image

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu)

Wed, Dec 1 • 5:30 PM EST

Free

Five Financial Tips for Women in Their 50s: Virtual Happy Hour primary image

Five Financial Tips for Women in Their 50s: Virtual Happy Hour

Thu, Jul 15 • 5:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn primary image

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn

Thu, Jul 15 • 12:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline primary image

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline

Thu, Jul 15 • 10:00 AM EDT

Free

Six Financial Strategies for Women - Virtual Happy Hour primary image

Six Financial Strategies for Women - Virtual Happy Hour

Thu, Jun 17 • 5:00 PM EDT

Free

Six Financial Strategies for Women - Virtual Lunch & Learn primary image

Six Financial Strategies for Women - Virtual Lunch & Learn

Thu, Jun 17 • 12:00 PM EDT

Free

Six Financial Strategies for Women - Morning Coffee With Caroline primary image

Six Financial Strategies for Women - Morning Coffee With Caroline

Thu, Jun 17 • 10:00 AM EDT

Free

Sudden Money: Now What? - Virtual Happy Hour primary image

Sudden Money: Now What? - Virtual Happy Hour

Thu, May 20 • 5:00 PM EDT

Free

Sudden Money: Now What? - Virtual Lunch & Learn primary image

Sudden Money: Now What? - Virtual Lunch & Learn

Thu, May 20 • 12:00 PM EDT

Free

Sudden Money: Now What? - Morning Coffee With Caroline primary image

Sudden Money: Now What? - Morning Coffee With Caroline

Thu, May 20 • 10:00 AM EDT

Free

WOW Collaborative Webinar - Celebrate Int'l Women's Day primary image

WOW Collaborative Webinar - Celebrate Int'l Women's Day

Tue, Mar 8 • 9:00 AM EST

Free

Coffee Break With Caroline: Sudden Money primary image

Coffee Break With Caroline: Sudden Money

Thu, Feb 17 • 12:00 PM EST

Free

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu) primary image

WOW Collaborative: A Virtual Fireside Chat (featuring Dr. Katie Takayasu)

Wed, Dec 1 • 5:30 PM EST

Free

Five Financial Tips for Women in Their 50s: Virtual Happy Hour primary image

Five Financial Tips for Women in Their 50s: Virtual Happy Hour

Thu, Jul 15 • 5:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn primary image

Five Financial Tips for Women in Their 50s: Virtual Lunch & Learn

Thu, Jul 15 • 12:00 PM EDT

Free

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline primary image

Five Financial Tips for Women in Their 50s: Morning Coffee With Caroline

Thu, Jul 15 • 10:00 AM EDT

Free

Six Financial Strategies for Women - Virtual Happy Hour primary image

Six Financial Strategies for Women - Virtual Happy Hour

Thu, Jun 17 • 5:00 PM EDT

Free

Six Financial Strategies for Women - Virtual Lunch & Learn primary image

Six Financial Strategies for Women - Virtual Lunch & Learn

Thu, Jun 17 • 12:00 PM EDT

Free

Six Financial Strategies for Women - Morning Coffee With Caroline primary image

Six Financial Strategies for Women - Morning Coffee With Caroline

Thu, Jun 17 • 10:00 AM EDT

Free

Sudden Money: Now What? - Virtual Happy Hour primary image

Sudden Money: Now What? - Virtual Happy Hour

Thu, May 20 • 5:00 PM EDT

Free

Sudden Money: Now What? - Virtual Lunch & Learn primary image

Sudden Money: Now What? - Virtual Lunch & Learn

Thu, May 20 • 12:00 PM EDT

Free

Sudden Money: Now What? - Morning Coffee With Caroline primary image

Sudden Money: Now What? - Morning Coffee With Caroline

Thu, May 20 • 10:00 AM EDT

Free