Caroline Cziesla
Advisor at American Dream — St. Petersburg, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
12 years
Location
St. Petersburg, FL 33705
American Dream
Independent
Total advisors
1Clients per advisor
2 LowAvg AUM per client
$3,352 Very LowHNW client ratio
0% LowCaroline Cziesla is a CFP® professional with 12 years of experience in financial planning and investment management. She is the owner of American Dream, an independent advisory firm based in St. Petersburg, FL, and has prior experience at Ernst & Young and Intuit Inc. In addition to her advisory work, she owns and operates Esla & Co., a tax preparation and accounting practice. American Dream is a registered investment adviser providing financial planning and investment management services.
St. Petersburg, FL
1015 7th Ave N
St. Petersburg FL 33705
Advisors at this office
1
Florida
12 years of industry experience
Fp Solutions Ri
2025 - 2025 • 1 year
Cranston, RI
Ernst & Young
2023 - 2025 • 2 years
Secaucus, NJ
My Secure Advantage
2021 - 2022 • 1 year
Roseville, CA
Intuit Inc
2020 - 2021 • 1 year
Mountain View, CA
Esla & Co.
2018 - Present • 8 years
St. Petersburg, FL
Intuit Inc (Seasonal)
2018 - 2018 • 1 year
Mountain View, CA
American Dream
2016 - Present • 10 years
St. Petersburg, FL
H&R Block (Seasonal)
2007 - 2017 • 10 years
St. Petersburg, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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