Carl J. Boomhower,

As a financial advisor, Carl is dedicated to reducing financial stress and providing clarity for his clients, simplifying matters so they can focus on what they enjoy. With a strong moral compass, Carl genuinely cares about his clients' outcomes and is always willing to assist them, even beyond his usual scope.

In addition to conducting client meetings to review goals, plans and portfolios, Carl prioritizes planning and constructing goal planning and monitoring reports, believing that successful portfolio building begins with sound financial planning. As a key member of the investment committee, he diligently analyzes external portfolios and engages with partner firms to assess potential strategies for clients.

Moreover, Carl collaborates closely with business owners to develop tailored retirement plans for their businesses, helping to ensure a confident financial future for both the company and its employees. He takes pride in educating employees on how to effectively and efficiently utilize these plans, empowering them to make informed decisions about their financial futures.

Carl's commitment to excellence is underscored by his certifications: he holds a certification in long-term care (CLTC^®) and is a Certified Plan Fiduciary Advisor^® (CPFA^®), demonstrating his expertise in retirement plans and unwavering dedication to serving clients with integrity.

Inspired by the positive impact his family's financial advisor had on their lives, Carl pursued a career that allows him to make a meaningful difference by helping others achieve their goals. His interest in investing and wealth creation really blossomed during his tenure at Northwestern Mutual while studying at Montclair State University, where he earned a Bachelor of Science degree in business administration with a concentration in marketing in 2017. After starting his career with Michael Topinka at Merrill Lynch in 2017, Carl transitioned to Raymond James along with the rest of the team in 2020.

Born in Vail, Colorado, and raised in New Jersey, Carl's passions extend beyond finance. A lifelong hockey player turned coach, he also enjoys playing golf and spending quality time with his family at the Jersey Shore and in the Adirondacks. Committed to giving back, Carl serves on the board of Oasis – A Haven for Women and Children, an organization dedicated to empowering women and children through education and basic needs provision. He also serves as treasurer of the Young Professionals Committee of St. Joseph’s Health Foundation.

Carl and his wife, Meredith, along with their son, Charlie, reside in Franklin Lakes, where they enjoy their family time together.