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Credentials
CFP®
Experience Industry experience
2 years
Location
Alma, GA
Foresight Financial Planning
Independent
Total advisors
1Clients per advisor
1 LowAvg AUM per client
$14,924 Very LowHNW client ratio
0% LowI’m a CFP® professional and fee-only financial planner dedicated to helping optometrists navigate the unique financial decisions they face, from student loans to practice transitions to long-term investing. I take an education-first approach so clients can feel confident in every step of their financial life. I also work with a small number of clients locally in southeast Georgia.
I'm here to do more than manage your finances. I'm here to empower you and guide you through every financial decision with the wisdom of personal experience and the precision of professional expertise.
My commitment is to not only anticipate the financial hurdles and opportunities unique to optometry but to navigate them alongside you, ensuring that each step you take is informed, confident, and aligned with your personal and professional goals.
Based on Foresight Financial Planning
Based on Foresight Financial Planning
$3500
$350
Alma, GA
Alma GA
Advisors at this office
1
Georgia
2 years of industry experience
Foresight Financial Planning, LLC,
2023 - Present • 3 years
Alma, GA
Sabbatical
2023 - 2023 • 1 year
Alma, GA
NextSite
2017 - 2023 • 6 years
Birmingham, AL
Rankin M. Smith, Sr. Student-Athlete Academic Center
2017 - 2017 • 1 year
Athens, GA
Oglethorpe County Commissioner's Office
2017 - 2017 • 1 year
Lexington, GA
University of Georgia
2013 - 2016 • 3 years
Athens, GA
University of Georgia: Carl Vinson Institute of Government
2013 - 2016 • 3 years
Athens, GA
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 66
Alma, GA
LPL Financial
Carmin Allen is a financial advisor with LPL Financial based in Alma, GA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, Allen worked at Pineland Bank and Insight Global, and also has experience in retail with J.R. Criders Clothing & Apparel. Outside of advising, Allen serves as Corporate Secretary of Pineland Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.
Series 63, Series 65
Alma, GA
LPL Financial
Maranda Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked at LPL Financial since 2011 and has prior experience at South Financial Products, Inc. and South Banking Company. In addition to her advisory role, she serves as Retirement Benefits Director at Pineland Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.
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