Caroline Boes
Financial Planning Associate | Candidate for CFP® Certification
- Role
- Financial Planning Associate at Pinnacle Associates, Ltd
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Caroline Boes
Passed the CFP® Exam in November 2024 on the first attempt. Career changer with a strong foundation in client-facing technical roles that combine analytical problem-solving with empathetic communication. Active participant in the financial independence community for over 10 years. Completed Brett Danko’s Fast Track CFP® Certification Program and over 670 hours of Standard Pathway experience hours.Top Five Themes - CliftonStrengths assessment Input Learner Individualization Ideation Woo
Experience
Financial Planning Associate
Feb 2026 — Present · New York, NY, US
Education
Waseda University
One-year exchange program, School of International Liberal Studies (SILS)
2010 — 2011
Japan Women's University of Japan
One-year exchange program, Japanese Language and Culture
2010 — 2011
Groton School
College Preparatory Curriculum, Magna cum laude
2004 — 2008
Wellesley College
Bachelor of Arts, Computer Science, Cum laude
2008 — 2012
Skills
- Public Speaking
- Powerpoint
- Microsoft Excel
- Css
- Microsoft Office
- Microsoft Word
- Tableau
- Photoshop
- Javascript
- Html
- Social Media
- Java
- Data Analysis
- Research
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