Carol 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.
Carol brings to her clients over 30 years of professional experience in the financial services industry, of which over 20 years was directly in the investments and securities field. Carol founded Brentwood Advisory Group over 15 years ago and serves as its Managing Member. She earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning, holds a Bachelor of Arts from UC Santa Barbara and has an MBA in finance from California State University, Sacramento.
She is past president and member of the Financial Planners Association (FPA), San Gabriel Chapter, past president of Beverly Hills Estate Planning Council, a past board member of Women’s City Club of Pasadena, and a member of the Estate Planning Council of San Gabriel Valley, the Fiduciary Roundtable of the San Gabriel Valley and ProVisors, Pasadena 2.