Carina Alt, CRPC^®

As a Wealth Advisor at Wealth Management at UW Credit Union. My professional journey in the investment world spans over two decades, during which I've had the privilege of serving as a financial consultant since 2002, as well as a personal banker and lender. With a wealth of experience under my belt, I've had the opportunity to work with hundreds of clients, each with their unique financial aspirations and challenges. This vast exposure has allowed me to develop a proactive approach towards helping my clients pursue their financial success.

My specialty lies in creating lifetime income and protection strategies for my clients through insurance and long-term care solutions. I believe that each financial plan should be as unique as the individual it serves, and my goal is to provide customized strategies that cater to my clients' specific needs and circumstances. Over the years, I've come to appreciate the importance of trust in any client-advisor relationship. I'm proud to have worked with some of my clients for more than a decade, during which I've had the privilege of getting to know their families and understanding their financial journey in depth.

In my role as a Wealth Advisor, I'm not just providing financial advice—I'm building relationships, seeking my clients' trust, and playing a part in their pursuit of financial success. I look forward to striving to make a positive impact on my clients' financial journeys.