Carin Sevigny
Wealth Advisor @Consilio Wealth Advisors
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WORK HISTORY
Wealth Advisor @Consilio Wealth Advisors
In the Associate Advisor role, I am an integral member of the advisory team, contributing to the delivery of comprehensive, client-centered financial planning. I prepare financial plans, asset allocation analyses, and investment performance reports, participate and lead in client meetings, and help evaluate and implement financial strategies across investments, tax planning, retirement, estate and insurance planning, and charitable giving. I conduct in-depth research and analysis, manage workflow and priorities, and collaborate closely with the team to ensure thoughtful, accurate, and timely guidance aligned with each client’s goals and values.
EDUCATION
College for Financial Planning
CFP® Certification Education Program, Financial Planning and Services
Washington State University
Bachelor's degree, Hospitality Business Management
ABOUT CARIN SEVIGNY
I didn’t grow up talking about money. Like many families, financial conversations were quiet, if they happened at all. I learned through experience, sometimes the hard way. Early in my career, I realized it’s not just about working to make money, it’s about making your money work for you. When used with intention and understanding, money becomes a tool that supports the life you want to live today and the legacy you want to leave behind.That realization sparked a curiosity I couldn’t ignore. Over the past decade, that curiosity became a calling. My path into financial planning wasn’t a straight line. I started in hospitality, where I learned the value of listening, trust, and delivering thoughtful, personal experiences. Eventually, I made a career pivot into financial services, working my way up within a Registered Investment Advisory firm while continuing to build and deepen my knowledge in financial planning, tax strategy, and investment management, always with a strong focus on what matters most, people. Along the way, I earned my CFP® certification, reflecting my commitment to helping people make confident, values-based financial decisions.Today, I work with busy professionals, families, and retirees who want clarity, confidence, and a true partner in managing their financial lives. Whether you are building toward retirement, navigating a major life transition, or already enjoying retirement and want to stay focused on what matters most, my role is to bring structure, perspective, and calm to your financial decisions.I help clients simplify complexity, align their wealth with their values, and use money as a tool to support the life they envision, not the other way around. The purpose is to empower others to live life fully, knowing your plan is being thoughtfully managed while you spend your time living, traveling, and enjoying the moments that matter most.If you’re looking for a long-term financial partner who listens, plans collaboratively, and helps you move forward with confidence, I’d welcome the opportunity to connect.Consilio Wealth Advisors, LLC, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients nationally.
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