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Tax-Sensitive Strategies for Success

We empower financial confidence for women in transition with tax-sensitive financial planning and personal strategies for long-term results.

Instilling Confidence, Empowering Success

Gain confidence in your investments, finances and retirement plans.
 Serving women in life transitions, we listen and relate. We calm your fears, uncover your joys, find your strengths and embrace the opportunities in challenging, sometimes terrifying times.

With focused insight, compassion and a touch of humor, we provide clarity, reduce anxiety and create a renewed confidence in your capacity for financial and life success.

Guidance and
Solutions for Change

Retirement planning can be stressful. Ensuring that your savings lasts and that you can safely account for illness, injury or inevitable life changes requires foresight and planning. Addressing the variability of markets, risk tolerance and tax implications compounds these challenges.

Lasting financial assurance comes with a plan. We remove guesswork and create effective financial management and investment strategies. Together, we develop personal financial plans, roadmaps for thriving, for dreams, changes and lasting wellness.

For Lives
in Transition

Maybe your life partner just passed, your husband is now an ex or you’re preparing to retire from a rewarding career, in every case there are fears, of the unknown, of the tax implications, of the future. We work closely with you to listen, calm your fears and create practical, effective plans to increase your financial confidence.

Financial Service Team

Eileen Carrero

CPA, Investment Advisor Representative

Eileen has provided small business, personal tax and accounting services to clients since 1989. Through several decades as a successful CPA, she found that financial advisors often failed to meet the exacting standards she expected for her clients. To fill this need for her clients, Eileen took the initiative to secure the required designations to deliver exceptional financial planning services as an Investment Advisor Representative (IAR), obtaining the Series 6, Series 62, 63 and 65 registrations.

She has a Bachelor of Science in Accountancy and has served the personal and small business financial needs of clients for more than three decades.

Eileen finds personal satisfaction in connecting and working with women in transition, striving to instill confidence and create financial well being for all of her clients.

Crystal Hanson

Administrative Assistant

Crystal joined Eileen Carrero Financial Services in 2018, with more than thirty years experience in payroll, billing, customer service and office management. She is a true pleasure to work with and her pleasant demeanor and personality puts clients at ease. Her knowledge, background and skills have been a huge contribution to the success of our clients and our operation. She continues to take charge and refine our business processes, helping guide clients smoothly through the planning and investment stages and facing new challenges and opportunities with unmatched enthusiasm.

We empower financial confidence with tax-sensitive roadmaps and personal strategies for lasting results.

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