The Voice of Financial Expertise:
Cary Carbonaro
Cary Carbonaro is one of 15 advisors who was appointed to the Nasdaq Advisor Council
She is the only female on the council. She will provide feedback to the NASDAQ business on a variety of items such as product development, research agenda and certainly special projects (currently website development). NASDAQ is interested on how they can help end consumers in the financial advisory space and she is looking forward to working alongside them to develop products and investments to benefit her clients.
How can I help your employees or audience learn about money?
Whether it’s taking out the stress from your employees day-to-day worries about money or teaching them about their firm benefits, let me educate and entertain so that they have tangible takeaways from my speech
If you want to change your life and have financial freedom, I can give you the building blocks and roadmap to get there
Speaking Event Articles
CARY CARBONARO’S SPEAKING ENGAGEMENTS
- 2024
- ARDA Win Winter Conference Jan 24, Hilton Orlando.
- American Resort Development Association, Women Leadership- Speaking on Women the Workplace and Money
- Wealth Management Convergence | Monday, March 11 – 11:15am-12:00pm, West Palm Beach, FL
- Longevity: Why the 60/40 Glidepath is Outdated and Must be Replaced
- Invest in Women, Addressing the Needs of Female Clients West Palm Beach, FL March 13-14, Topics, Working with Female Breadwinners and Uncovering Needs of Divorced Women
- SHIFT March 24 and 25, Topic, “Knowing Your Clients on a Deeper Level”
- The go-to industry event for financial advisors who celebrate the impact of holistic, human-first financial advice and explore the latest industry changes at Walt Disney Swan
- Women in Leadership regarding the State of the Industry for Citywire’s RIA event in Charleston April 25th-26th.
- Private Wealth Florida Forum – May 2 2024, at The PGA National Resort. My topic is The Future of Wealth Management
- Wealth Management Edge Conference, Hollywood, FL, May 13-15 Tech and Marketing Stacked for Growth
- Withum Public Accounting Firm, Women’s Leadership, Women The Workplace and Money, June 5th 2024
- Association of African American Financial Advisors Women’s Conference, EmpowerHer: Unveiling The Power Of Women Advisors And Client Empowerment, Chicago, June 20, 2024
- Futureproof “The Destiny of Demographics, Its a Women’s World” Sept 17th Huntington Beach California
- RIA Edge West, Women’s Leadership Breakfast Sponsored by Schwab, Oct 10 Los Angeles
- Trade Talks by NASDAQ , Oct 17
- Florida RIA Summit, Nov 7 Tampa, “Women in the Wealth Management Industry”
- Global Economic Outlook & Mega-Trends Panel | The Tampa Active Exchange 2024 | Titan Investors Dec 10 Tampa, FL
- 2023
- EmpowHER The Voices of Our Future (For teens) in Cold Spring Harbor, NY
- Annual Mike Holt Enterprises Event, Business Symposium – “Taking Control of Your Finances” June 22, 2023
- Facilitator of the Adulting Game, July 2023 Annual Girl Scout Convention, Coronado Springs, Disney Orlando
- Farleigh Dickinson’s College of Business: How to Speak with Female Clients
- Excel Represent, Carson’s Annual Women’s Leadership Conference in Orlando on Nov 16 2023 Foundation for Financial Plannings Pro Bono Study, Stories of Impact
- Florida RIA Summit, Dec 7th 2023 Don Cesar, St Pete Beach
- 2021
- Jr League of Memphis, “The Power of your Story” Keynote Speaker
- Turner Construction, “Women The Workplace and Money” Keynote Speaker
- Girl Boss Camp, Financial Speaker
- Domestic Violence Charity, Power of the Purse, Keynote Speaker
- 2019
- Power of the Purse, Keynote, Women, Wealth & Wine, United Capital, Denver, CO Jan 24, 2019
- Canon Women’s Leadership, Feb 21 2019, Long Island
- Boost Your Financial Confidence, an intimate conversation with Cary Carbonaro and Kara Murphy, March 26, Atlanta
- Financial Advisors Invest in Women Conference, Moderator and Speaker for Financial Therapy for Clients and Biggest Divorce Mistakes Clients Make April 2019
- AdoreMe Corporate HQ NYC, Workplace and Money
- Gray Divorce, Investment News Retirement Conference, May 15, Chicago
- 2018
- United Capital Women’s Leadership E Summit, Dana Point, CA Jan
- Investment News Women to Watch Think Tank, NYC March
- Shiseido Corporation Women and Banking –April NYC
- Tone Networks, What Women Need to Know About Money, April NYC
- WIN Summit, Strong Women Navigating in Corporate Culture, NY Athletic Club, NYC May
- Power of the Purse-Buffalo, NY –May
- Barron’s Top Independent Female Advisors, Deepening Connectivity and Attracting New Clients with Responsible Investing, Palm Beach, FL May
- Big Brother-Big Sisters of Long Island Emcee Fashion Show, Garden City, NY May
- Emcee United Capital Female Leadership, September, Newport Beach, CA
- JP Morgan Chase Women’s Leadership Oct, NYC
- JetBlue Women’s Leaderships, Nov 2018, NYC
- 2017
- Women’s Diamond Conference-Keynote-Queensland Australia, Feb 2017
- Credit Suisse-Sydney Australia Jan 2017 Keynote Event
- Go Red for Women, Honoree Acceptance Speech, Woodbury NY, Feb 2017
- Ellevate, Women’s Success Series, Feb 2017
- Power of the Purse, Keynote Event Client Appreciation, Buckhead Atlanta, Feb 2017
- Jr League of NYC, Keynote What Women Need to Know About Money, NYC, March 2017
- BlackRock Women’s Investment Conference, Overcoming Challenges and Creating Success Panel, March 2017
- Investment News Women to Watch Acceptance Speech, NYC March 2017
- Women Empowering Women, Panelist Stamford, CT April 2016
- International Women’s Economic Forum, Money and Feminism, New Delhi India, May 2017
- Creating a community of success for Women in the Financial Services Industry-Barrons Top Independent Women’s Advisors Summit, Washington, DC June 2017
- Sigma Delta Tau 100 Year Anniversary, Empowering Women, NYC, June 2017
- FPA Keynote Denver Colorado, June 2017 How to Work with Women Clients
- AON Leadership Series, Keynote Oct 2017, NYC
- 2016
- Experian- Women’s Leadership Series-Women the Workplace and Money, NYC Jan 2016
- Movable Ink, Women’s Leadership, NYC, Aug 2016
- Fidelity Investments- Providence, RI and NY, NY 2016
- Working Women National Conference- Keynote, Tampa Bay, FL Sept 2016
- TEK Systems Women Leadership, Greensboro, NC, April 2016
- Ellevate Long Island, Women the Workplace and Money, Cold Spring Harbor, NY Oct 2016
- Association of Divorce Planners, Financial Infidelity, Las Vegas, NV, Oct 2016
- What is She Thinking, Inside Female Psyche, United Capital E Summit, Jan 2016 Laguna Beach, CA
- Twitter Chat, Ellevate, Host, Money Queen Guide, Jan 2016
- Twitter Chat Experian, Host How to Be a Money Queen, March 2016
- Twitter Chat Experian, Host, Retirement, Oct 2016
- Wisebread Twitter Chat Host, Build Wealth and Banish Fear Dec 2016
- FPA Knowledge Circle- Learn Social Media from a Media Maven June 2016
- 2015
- Ellevate Money Queen Guide Book Launch Event Q and A –Huntington, NY Oct 2015
- Key Note Serene Harbor Annual Domestic Abuse Conference, Melbourne, FL Oct 2015
- ARDA Win Winter Conference Jan 24, Hilton Orlando.
- American Resort Development Association, Women Leadership- Speaking on Women the Workplace and Money
- Wealth Management Convergence | Monday, March 11 – 11:15am-12:00pm, West Palm Beach, FL
- Longevity: Why the 60/40 Glidepath is Outdated and Must be Replaced
- Invest in Women, Addressing the Needs of Female Clients West Palm Beach, FL March 13-14, Topics, Working with Female Breadwinners and Uncovering Needs of Divorced Women
- SHIFT March 24 and 25, Topic, “Knowing Your Clients on a Deeper Level”
- The go-to industry event for financial advisors who celebrate the impact of holistic, human-first financial advice and explore the latest industry changes at Walt Disney Swan
- Women in Leadership regarding the State of the Industry for Citywire’s RIA event in Charleston April 25th-26th.
- Private Wealth Florida Forum – May 2 2024, at The PGA National Resort. My topic is The Future of Wealth Management
- Wealth Management Edge Conference, Hollywood, FL, May 13-15 Tech and Marketing Stacked for Growth
- Withum Public Accounting Firm, Women’s Leadership, Women The Workplace and Money, June 5th 2024
- Association of African American Financial Advisors Women’s Conference, EmpowerHer: Unveiling The Power Of Women Advisors And Client Empowerment, Chicago, June 20, 2024
- Wealth Management Edge Conference, Hollywood, FL, May 13-15
Ready to work together?
Let’s Get Started!
Cary Carbonaro
women and wealth expert & advocate
Cary Carbonaro is an award-winning Certified Financial Planner professional with 25+ years of experience. She is passionate about increasing financial literacy and empowering women, and is the author of the best-selling wealth management book for women. She is a CFP® Board Ambassador and was appointed to represent the industry in the media. At ACM Wealth, Cary will provide Private Wealth Management Services and spearhead the establishment of the Women and Wealth division. She has spoken internationally on financial literacy for women, and endows a scholarship at her alma mater. She also founded the Women’s Giving Alliance and resides in Winter Garden, FL with her husband.