Carli has spent the better part of the last two decades dedicated to the field of finance and investments. It was a passion that started early and led her to where she is today, helping individuals manage their wealth through holistic and comprehensive financial planning. Understanding that financial planning and investing is more of a journey than a destination, she recognizes that each person she works with has a unique purpose for their wealth and it is her goal to help her clients fulfill that purpose. Taking the time to truly understand the values and goals of each of her clients has allowed her to strategically build out long-term investment strategies based on each clients’ unique circumstances and comprehensive financial plan. Her attention to detail, love of problem-solving, and compassion for clients allow her to provide the level of service necessary for a successful long-term client-investment management advisor relationship.
Certified Financial Planner™
Carli is a Certified Financial Planner (CFP®). The CFP® curriculum focuses on financial planning, investment consulting, estate planning, tax planning, retirement planning, and employee benefits planning. The CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education and ethical standards that require them to serve in their clients’ best interests ahead of their own.
Prior to joining ML&R Wealth Management, Carli gained invaluable experience at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, Texas. Being that her goal was to help individuals with their personal wealth, her tenure at Dimensional allowed her to gain the experience necessary for building the foundation of providing wealth management services to her clients. By spending time on the Portfolio Management team followed by educating Dimensional’s institutional and advisor clients on various retirement solutions, she gained the knowledge and expertise necessary to seamlessly integrate with the investment philosophy and best practices of ML&R Wealth Management. Since joining ML&R Wealth Management, Carli has helped her clients build, protect, and maintain their wealth through strategic and holistic financial planning. By serving as her clients’ personal CFO, she has been able to help them navigate the complexities of tax planning, retirement planning, estate planning, investment planning, and insurance planning.
Work With Us
No matter where you are on your financial journey, ML&R Wealth Management helps match you with an investment management advisor who will guide you to the next level. Contact Carli today to schedule a complimentary consultation.
- Wealth Management
- Investment Management
- Financial Planning
- Education & Estate Planning
- Retirement Planning
- 401(k) & 403(b) Retirement Services
- Institutions & Non-Profits
The University of Central Florida
BSBA in Finance with a concentration in investments
- Colin’s Hope, Treasurer
- CERTIFIED FINANCIAL PLANNER ™
Articles By Carli Smith
What is Holistic Financial Planning? If it hasn’t already happened, there will come a time in which you find yourself needing professional financial advice. As our lives become more complicated and as our assets grow, so does the need...
If you’re an employee of a publicly traded company, you may have heard of restricted stock units (RSUs) as a form of compensation. But what exactly are RSUs, and should you sell them right away? In this article, we’ll...