Patricia Carrera

Patricia Carrera

Financial Professional

Patricia provides comprehensive financial planning and wealth strategies for professionals, families and small businesses.  Patricia joined Equitable Advisors in 2008, bringing over 20 years of experience in finance and compensation/benefits in the corporate sector to her practice.  Her focus on education and a collaborative process enables her clients to make informed decisions and take effective action to reach their goals.

Patricia has been awarded Equitable Advisors' Retirement Planning Specialist designation for completing the At Retirement education program at The Wharton School of the University of Pennsylvania. The Wharton program is part of Equitable's overall commitment to providing clients with the most comprehensive and up-to-date advice on a broad range of financial topics related to retirement.

Patricia is also a Certified Divorce Financial Analyst.  Through comprehensive financial analyses that illustrate the short and long term financial and tax ramifications of potential settlement options, Patricia’s work enhances her clients’ and their attorneys’ abilities to reach equitable and sustainable long-term solutions.

Patricia holds a B.A. in Economics from Swarthmore College and an MBA in Finance from the NYU Stern School of Business.  She is actively involved in organizations that promote women’s advocacy and mental health awareness.

Patricia is a mother of three and lives in Norwalk, CT.  In her leisure time, she enjoys hiking, tennis, and yoga.




Patricia Carrera offers securities and investment advisory services through Equitable Advisors (NY, NY 212-314-4600) member FINRA, SIPC and offers the annuity and life insurance products of Equitable Life Insurance Company (NY, NY) through Equitable Network, LLC and its insurance agency subsidiaries.  AGE 150498 (01/20 exp. 01/24)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable Complaints about an Equitable Advisors FP should be directed to


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (203) 291-4793
Fax (203) 291-4799
Mobile Phone (914) 610-6090