Carolyn Oberfeld

Carolyn Oberfeld, CFP®, is a seasoned financial professional with extensive experience in financial planning and investment advisory services. Currently serving as a CERTIFIED FINANCIAL PLANNER™ at Discovery Financial Centers, Inc. since April 2016, Carolyn is also a Registered Representative and Investment Advisor Representative of LPL Financial. Prior to this role, Carolyn held positions at Cornerstone Advisors, LLC as a CERTIFIED FINANCIAL PLANNER™ from September 2001 to June 2016, at ING as a Financial Planner from May 1997 to August 2001, and at Benefit Designers, Inc. as the Director of Client Services from February 1990 to April 1997. Carolyn's educational background includes studies at the University of Minnesota and the University of Wisconsin-Madison, culminating in a Certified Financial Planner designation from Kaplan School of Continuing and Professional Studies.