Caroline Sarles
Financial Planner @Hokin Investment Advisors, Inc
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WORK HISTORY
Financial Planner @Hokin Investment Advisors, Inc
Northbrook, IL, US
As a member of the Hokin Investment Advisors team, Caroline works with individual clients to gather data and analyze their current financial situation, identify financial goals, and create and implement a comprehensive plan to achieve these goals. She also works with corporate retirement plans to make sure business owners and their employees are getting the most out of their plan through optimization of plan design, independent assessment of service providers, and delivering employee education.
EDUCATION
University of St Andrews
Psychology
Vassar College
Bachelor of Arts (B.A.), Political Science and Psychology
Dublin School
High School Diploma
Northwestern University
Certificate in Financial Planning
ABOUT CAROLINE SARLES
I am a financial planner with a passion for financial education and making financial…
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