Insurance Specialist / Financial Planner
Carli is a graduate of the University of Pittsburgh College of Business Administration and has over a decade of experience in insurance and financial services. She has traveled the country speaking to professionals about the importance of income protection planning. Carli is a financial advisor and develops insurance strategies for protecting our clients’ wealth. She is licensed in Life, Accident & Health and Property & Casualty insurances and is recognized as a MassMutual Disability Insurance Master. Carli is a volunteer for Pittsburgh’s Catholic Charities and Jewish Family and Children’s Services.
Education & Certifications
- University of Pittsburgh: Degree(s) Bachelor’s of Science in Business Administration
- Licensing Life, Accident & Health, Property & Casualty