Carol Bell is a veteran wealth manager with more than 17 years of experience in the investment industry. She began her career at Vanguard (2007-2015) and has worked for several other major firms as an advisor. Her specialty is helping professional women achieve their financial and retirement goals.

Carol obtained her Bachelor's Degree in Psychology from Arizona State University and a Master's of Business Administration from University of Phoenix. She is a Certified Financial Planner (r) and passed FINRA series 7,66, and 63 exams. She is insurance licensed in AZ, CA, and HI.