LEADING LADIES 2021 • SPONSORED SECTION

Carmen Grinkis, PhD, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

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Carmen Grinkis combines her expertise as a CFP® with 15 years of experience as a practicing psychologist to bring a unique perspective to her leadership role at AAFCPAs WEALTH MANAGEMENT. Carmen serves as clients’ “financial Sherpa” to help them navigate their financial journey beyond just investments. “I listen carefully to understand what is most important to you and then use my CFP®-based approach to provide a holistic, tax-efficient, and intelligent portfolio centered on your goals – and your goals alone.”

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