Paul C. Carbetta
Private Wealth Advisor, CEO of Comprehensive Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Comprehensive Wealth Partners
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Paul C. Carbetta
AR Insurance #18•••36CA Insurance #0F76673Areas of focus:Retirement Income StrategiesWealth Preservation StrategiesEstate Planning StrategiesRetirement Planning StrategiesSmall BusinessExit Planning for Business OwnersPrivate Wealth Advisor, CEO of Comprehensive Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
Experience
Private Wealth Advisor
Feb 1992 — Present
Office 61••••••00
Education
College for Financial Planning
APMA, Accredited Portfolio Management Advisor
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Ohio Northern University
BSBA, Finance, Marketing, Economics and Public Speaking
1986 — 1990
College for Financial Planning
CRPS, Chartered Retirement Plans Specialist
College for Financial Planning
CEPA, Certified Exit Planning Advisor
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