Patricia Carrera

Patricia Carrera

Financial Professional

Patricia provides comprehensive financial planning and wealth strategies for professionals, families and small businesses.  Patricia joined AXA 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 AXA 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 AXA 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 AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA, SIPC and offers the annuity and life insurance products of AXA Equitable Life Insurance Company (NY, NY) through AXA Network, LLC and its insurance agency subsidiaries.  AGE 129590 (09/17 exp. 09/19)

The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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