Carlie Dugan recognizes the vital need for creating and continuously monitoring a personalized, flexible, comprehensive financial plan for generations of clients by using her expertise to help them plan the business of life.

After more than 20 years of an accomplished career in executive management of luxury consumer brands, Carlie wanted to make more of an impact on people’s lives. To that end, she transitioned to a career in investment management in 1998. While building the Private Wealth Group at Danversbank she noticed the need for a more holistic approach to serving her clients than just investment management. She drew upon that experience when she co-founded her practice in 2011 and developed a thorough and innovative combination of customized assessment tools and planning strategies to provide her clients with a visionary financial plan.

As co-founder and Managing Partner of Cornerstone Financial Partners, Carlie is deeply committed to advising individuals and families on financial solutions to challenging situations with an unbiased, fiduciary standard of care. As a CERTIFIED FINANCIAL PLANNER™ professional, with 25 years of industry experience, Carlie will guide you through the entire financial planning process.

Financial Planning Expertise:

• Preparing pre-retirees and post-retirees with solutions for their long-term income needs
• Multi-generational planning for seniors, baby boomers & millennial children to manage and preserve family wealth
• Financial recommendations for individuals experiencing life’s transitions such as job changes, career changes, birth of a child, retirement or semi-retirement
• Objective and informed recommendations for unexpected life events such as death of a spouse, divorce, loss of a job, disability, or caring for aging parents
• Specialty in women’s financial issues of family, career and lifestyle

 Education and Specialized Training:

• S., Business Administration, Summa Cum Laude, Endicott College
• CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards, Inc.
• Series 7, 63, 65, 9, 10 licenses
• Life, Health, Disability & Long-Term Care Insurance Licensed; MA, NH, ME, FL, RI, AZ, SC
• Financial Planning Education Program, Kaplan University

Honors & Awards:

• *Executive Council Member, RJFS 2008-2009; 2012-2022. The Raymond James Executive Council acknowledges an extremely high level of commitment to clients through personal service and professional integrity.
• Raymond James National Conference Presenter 2013 – “You Can’t Win If You Don’t Plan”

Community Involvement:

• Salem State University, Foundation Board of Directors & Investment Committee, 2016-2017
• Salem State University, College of Arts & Sciences Advisory Board Vice Chair, 2014-2016
• Membership in The Financial Planning Association of MA, The North Shore Chamber of Commerce, The Beverly Chamber of Commerce, The Essex County Estate Planning Council, The Boston Club

Carlie is a long-time resident of Marblehead with a passion for ballet, golf and spending time with her son and daughter-in-law, Patrick and Nancy, and her grandchildren Will and Cara.