Carly Golias CFP®, CDFA®, AIF®
Certified Financial Planner & Certified Divorce Financial Analyst
Behind the Desk
Carly is a seasoned professional with over a decade of experience in the investment industry. Her basic licenses include the Series 6, 63, SIE, 65, and 26. Holding certifications as an Accredited Investment Fiduciary and Certified Divorce Financial Analyst, she has honed her expertise in navigating complex financial landscapes. Recently, Carly expanded her skill set by attaining a Certified Financial Planning degree, underscoring her commitment to comprehensive financial solutions.
Driven by her personal experiences, Carly is passionate about guiding individuals through the intricate process of divorce with empathy and clarity. Believing in holistic financial planning, she strives to empower her clients with the tools and knowledge needed to navigate divorce proceedings equitably. As a member of the Charlotte Collaborative Divorce Professionals group, Carly actively promotes collaborative approaches to divorce resolution, always prioritizing the client's ultimate goals and well-being. Drawing from her own journey, Carly is dedicated to demystifying the division of marital and separate assets, ensuring her clients are informed and empowered throughout their divorce journey.
Carly's dedication to empowering individuals through divorce extends beyond collaborative methods. While she is an active member of the Charlotte Collaborative Divorce Professionals group, Carly is also adept at handling divorce cases that may not follow a collaborative approach. Recognizing that each client's situation is unique, she offers personalized guidance and support tailored to their specific needs and circumstances. Whether through collaborative or traditional methods, Carly remains committed to helping her clients achieve their ultimate goals with compassion and expertise.
She has a BA from The University of Georgia with a minor in Financial Planning.
Licenses and Certifications
- Series 65 (held with LPL Financial)
- Series 6 (held with LPL Financial)
- Series 63 (held with LPL Financial)
- SIE (held with LPL Financial)
- Life, Health, & Accident
- AIF® (Accredited Investment Fiduciary)
- CDFA® (Certified Divorce Financial Analyst)
Out of the Office
Outside of the office, you can find Carly spending time with her husband and two children. She is often spotted walking and rucking around Masons Bend or Baxter Village. Carly also enjoys virtual workouts on the Mirror or spending time in her pool and hot tub. She loves to travel back to Atlanta with her family and enjoys completing GORUCK Star Course Marathons across the country. Carly and her family attend Lifepointe Church in Fort Mill.
In the Community
Outside of her professional endeavors, Carly is an advocate for financial literacy and empowerment. She regularly volunteers her time to educate individuals and communities about the importance of financial planning and preparedness. Carly loves to give back in her community and tries to give in many different ways. Giving blood is one way that Carly has given to the community and she gives whenever she is eligible. Carly enjoys volunteering in her neighborhood with her neighborhood newsletter and different clubs and organizations within.
Leadership Positions
- Masons Bend Newsletter, Newsletter Committee
- Masons Bend Football Club, Founding Member