Carly Mann
RICP®
For nearly 15 years, Carly has been an integral part of Retirement Solutions, working closely with clients and the firm’s financial professionals. As an Associate Financial Advisor, she supports clients throughout the financial planning process, including retirement income needs, distributions, new business, insurance and annuity servicing, long-term care claims, and other ongoing financial and account needs. Carly also helps manage the day-to-day continuity of the practice, ensuring client questions, recommendations, and important follow-up are handled with care.
Carly holds the Retirement Income Certified Professional® (RICP®) designation, FINRA Series 7 and 66 registrations, and State Life & Health Insurance and Variable Contract licenses.
Outside of the office, Carly is a dance educator, choreographer, company director, and performer. She holds a Bachelor of Arts in Dance from San Jose State University and enjoys spending time with her husband and two daughters, being on the lake, and connecting with family and friends.
Team Fact #3
Anthony taught finance and investments as an adjunct professor at Rocky Mountain College for 7 years.
