Carli Lippa

Background

About Carli Lippa

I take pride in obtaining a career which allows me to assist my community members in a way that effects multiple aspects in their lives; their finances. As an advisor, my goal is to develop relationships with people of all backgrounds and help them build from or create a road map to achieve their needs and goals. From having to become financially independent at a young age, I've experienced financial hardship firsthand. This resulted in my passion to help others where I once needed it most. I want to encourage the people in my life to take control of their current financial situation in order to achieve the future they desire. With over eleven years in service industries, I ensure to go above and beyond my client's expectations. Effective and clear communication is key, which I have gained expertise in through numerous Interpersonal Communication courses, serving, supervising and dental assisting. I am skilled in time management from being a full-time college student and simultaneous full-time employee. Though a lot was on my plate, I was able to make Dean's List, receive promotions and purchase two properties during that six year period. I am thankful for my natural ability to connect with others due to my empathetic tendencies. Having the opportunity to meet and help people is what drives me each day to learn everything I can and become the best advisor possible. I would love the opportunity to assist you in building the future you dream of. Feel free to set up a complimentary meeting with me here https://app.zynbit.com/ZynCal/Schedule/carli-lippa FINRA Series 6, Series 63, NYS Life Accident Health and Variable Annuities Licensed