Carlie Ransom

Role: Equal Path Investments
Location: Tacoma, WA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Carlie Ransom

Carlie Ransom, CFP®, AIF® guides intentional professionals toward a world of possibility…

Experience

Equal Path Investments
Present

Skills

Retirement Planning
Financial Needs Analysis
Asset Allocation
Tax-Deferred Savings
401k
403b
Annuities
Wealth Accumulation
Iras
Long-Term Care Insurance
Mutual Funds
Pension Plans
Series 7
Series 66
Survivor Income
College Funding Strategies
Whole Life Insurance
Term Life Insurance
Estate Planning
Disability Income Insurance
Income Protection
Charitable Giving
Supplemental Retirement Income
Teaching
Curriculum Development

Contact information

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Work email
•••••@equalpathinvest.com
Personal email
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Current company

Equal Path Investments

Financial Services · 3 employees · Founded 2023 · Tacoma, Colorado, United States

We help intentional professionals gain financial clarity for values-aligned rest, reinvention, or retirement. Do any of these sound familiar? You’re unsure whether you’re on track for a work-optional life—whether that’s a sabbatical, a purposeful pivot, or full retirement. You wonder if your tax strategy—Roth conversions, distribution timing, or navigating constantly changing tax laws—is optimized or leaving money on the table. You\'re managing complex compensation — RSUs, medical RVUs, business income, or other variable pay — while also balancing family or community responsibilities. You want investments that mirror your values without sacrificing evidence-based performance. You’ve felt let down by advisors who sell products instead of helping you understand the “why.” You stare at scattered retirement accounts and think, “There has to be a simpler way.” If one of these hits home, you’re in the right place. We help you gain financial clarity for values-aligned rest, reinvention, or retirement. See more at equalpathinvest.com. EPI is a RIA in WA and CO. EPI may not transact business in states where not registered, excluded or exempted. Responses that involve effecting transactions in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption.

equalpathinvest.com

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