From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management

In this inspiring episode of the Model FA Podcast, host David DeCelle sits down with award-winning financial advisor, author, and female advocate Cary Carbonaro. Cary shares her remarkable journey from learning about money at her father’s side to becoming a leading voice for women in wealth management. Discover how Cary built her brand, the importance of marketing in financial services, and why women are poised to control the majority of the nation’s wealth in the coming years.

Cary opens up about the challenges she faced in a male-dominated industry, her passion for empowering women—both as clients and professionals—and the lessons from her bestselling book, "Women in Wealth: A Playbook to Empower Clients and Unlock Their Fortune."

Key Topics Covered:

• Cary’s early influences and career path in finance
• Building a personal brand and client base through marketing and PR
• The critical role of women in the future of wealth management
• Overcoming adversity and advocating for change in the industry
• Actionable tips for advisors to connect with and serve female clients
• Highlights from "Women in Wealth" and the coming $30 trillion wealth transfer

Connect with Cary Carbonaro:

LinkedIn: https://www.linkedin.com/in/carycarbonarocfp/ 
Book: "Women in Wealth" (Wiley Publishing) – Available on Amazon, Barnes & Noble, and independent booksellers

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About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. 

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Our Team:

President of Model FA, David DeCelle

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