Carol L. Fishburn CFP®, Manager, Member

CarolCarol Fishburn, CFP® has a unique background that brings together expertise in investments, real estate, insurance, banking, lending and other financial services. With this knowledge and experience, she is able to guide and advise clients as they evaluate and plan for their financial future.

  • Background
    Carol brings over twenty-five years in professional experience in the financial services industry of which over 15 years was directly in the investments and securities field. She has completed the Certified Financial Planning program from the College of Financial Planning and subsequently was awarded the CFP® certification from the Certified Financial Planner Board of Standards, Inc.. Carol also has a Masters of Business Administration with an emphasis in finance.

  • Professional Experience
    Her professional experience includes over two years with City National Bank in their trust department, City National Investments, as a Vice President of Investments.  She spent over seven years as a Vice President with Great Western Financial Securities managing several departments within their broker/dealer and mutual fund companies.  Prior to Great Western, Carol was a Senior Vice President at Glendale Federal Bank (GlenFed).  During her 17 year tenure, she held various positions of increasing responsibilities in management, lending and financial services.  While at GlenFed, Carol served on the Board of Directors of GlenFed Brokerage Services and GlenFed Insurance Agencies.

  • Education
    Bachelor of Arts: University of California, Santa Barbara
    Masters of Business Administration: California State University, Sacramento
    Ongoing CFP® continuing education courses

  • Designations
    CFP® Certification from the Certified Financial Planner Board of Standards, Inc.

  • Affiliations
    Member, Financial Planners Assn. (FPA), San Gabriel Chapter 2001 - present, Past President 2003
    Member, Beverly Hills Estate Planning Council 2004 to present, President 2008 - 09
    Member, Women’s City Club of Pasadena 2005 to present, Past Board Member 2006-2009
    Member Fiduciary Round Table of the San Gabriel Valley 2004 to present
    ProVisors

“50 Distinguished Women
in Wealth Management”
Wealth Manager Magazine
July/Aug 2007		   “Top Dog”
Wealth Manager Magazine
July/Aug 2008
July/Aug 2007
 
“Top Dog”
Bloomberg Wealth Manager Magazine
July/Aug 2003		   “Best in Show”
Bloomberg Wealth Manager Magazine
July/Aug 2002