Broker Check
Roderick M. Carolan, CFP®

Roderick M. Carolan, CFP®

Financial Advisor

Education:

  • Rutgers University
  • Bachelors of Science
  • Political Science & History

Registrations & Licenses:

  • Series 7, 63
  • Life and Health Insurance Licenses (multiple states)

 

In January 2014, Rod Carolan joined the Allied Wealth Partners, Manhattan team as a financial advisor who has also obtained his Certified Financial Planner designation. Prior to joining the firm, Rod worked for
14 years as a successful financial advisor, building strong and meaningful relationships amongst his clientele.

 

The foundation of Rod’s practice is based upon two essentials: open client advisor communication and a personal approach to designing tailored financial solutions.

 

Rod shares in Allied Wealth Partners belief that a comprehensive approach to wealth management allows him to be of service to his clients for the long term. Individuals and businesses are accustomed to a one-on-one, consultative approach where their financial goals and objectives are of primary importance. Financial lifestyles vary and Roderick takes pride in having a team of financial professionals on hand to help manage the simple to the more complex needs of his diversified client base.

As an alumnus of Rutgers University, Rod received his Bachelor of Science in Political Science and History. During his time at Rutgers, he was a member of the University’s lacrosse team. Rod now resides in Westfield.