Cara Cremeans-Woltjer
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
Charlotte, NC, US
I help people find financial security so they can achieve their life goals. As an advocate for financial education, I enjoy working with people who are smart, positive, decisive, and care about their financial future.We should work together if you’ve had a long, awesome career, have built a successful business, and are looking for insights on estate planning and tax preparation. You may be nearing retirement and want to leave a legacy.We should also work together if you’re starting to hit your stride professionally. Let’s make sure that while you’re busy being an entrepreneur or growing your career that you have a great financial foundation. This way, when you are inevitably successful later on, you can ensure you aren’t playing catch up with your retirement planning and savings accounts. Let’s plan your finances based on your priorities and ensure financial security and success together. Investment Series 6, 7, 63, SIE, Life & Health Insurance, and Long Term Care Insurance licensed.
EDUCATION
Category Management Association
Certified Professional Category Analyst
Western Michigan University
Bachelor's
SKILLS
ABOUT CARA CREMEANS-WOLTJER
Licensed Financial Advisor who empowers families, individuals, and businesses to reach…
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