Carol Bobke

Carol Bobke is a dedicated client services and operations professional with extensive experience in financial planning and client management. Currently serving as Lead Client Relationship Specialist at Apella Wealth since July 2023, Carol is committed to providing concierge-level service to clients and enhancing their overall experience. Prior to this role, Carol worked at Inspired Financial as a Client Relationship Specialist and Client Services Associate, managing operations for clients, particularly women in transition. Carol also contributed significantly as Chapter Executive of the Financial Planning Association of Orange County and as Executive Director for the Financial Planning Association of California, supporting strategic planning and advocacy efforts for financial planning professionals. Carol holds a Bachelor of Arts degree in English from the University of Colorado Boulder.