Carly Gold

Carly Gold, CFP®, has extensive experience in client services within the financial sector, currently serving as a Client Services Associate at LPL Financial since January 2020, where securities and advisory services are provided. Concurrently, Carly Gold has held the position of Branch Operations Assistant at Stratos Wealth Partners since January 2020. Prior to these roles, Carly Gold gained experience as a Finance Intern at Anaheim ICE from January 2018 to July 2021 and worked as an Associate Skating Professional. Carly Gold holds a Bachelor of Arts in Financial Planning and Services from California State University, Fullerton (2018-2020) and an Associate of Arts in Business, Management, Marketing, and Related Support Services from Marymount California University (2016-2018).