Carole Weinberg, CPA is a Partner and Senior Financial Advisor for NCA Financial Planners. Carole resides in Bratenahl, Ohio with her cat, Captain.
Carole received her bachelor’s degree in accounting from the University of Akron.
A member of the NCA team for 24 years, Carole supports the team and her clients with her vast experience, knowledge, and understanding of tax planning. Carole sees great value in the relationships the NCA team can build with their clients. She feels that the more she learns about the client, the more she can understand the bigger picture and help them plan for their long-term goals.
You can hear Carole sharing financial planning ideas on Newsradio WTAM 1100.
Carole is a lover of the lake — Lake Erie to be exact. In her spare time, you can find Carole sailing and fishing on Lake Erie. When not outdoors, Carole enjoys spending time in her kitchen sampling new recipes.
*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory services and Fixed and Traditional Insurance Services offered through NCA Financial Planners, a registered investment adviser not affiliated with Royal Alliance Associates, Inc.