Patricia Carrera

Financial Professional

As a financial advisor, I draw on my professional and life experience to help my clients find meaningful, financially sustainable lifestyles and be prepared for whatever journey life takes them on.
A New York City native, I began my career in finance and compensation/benefits roles in Fortune 500 companies. These roles provided a great foundation for my work today.
As a Certified Financial Planner®, I take pride in delivering the highest level of professionalism by listening closely to my clients, being objective and transparent, and providing top-notch service and advice with integrity. My holistic approach to financial planning and wealth management reflects a deep understanding that my clients’ financial goals and life purpose are closely interconnected.
Knowing that life does not always go the way we expect, I added the Certified Divorce Financial Analyst credential early in my career so that I could further help clients facing critical decisions during an especially emotional time. My focus on education and a collaborative process enables my clients to move from uncertainty and anxiety to the confidence and peace of mind that comes from informed decision-making.
My education includes a B.A. in Economics from Swarthmore College, an MBA in Finance from the NYU Stern School of Business, and the Retirement Planning Specialist designation from The Wharton School of the University of Pennsylvania.
I am the proud mother of three adult children and enjoy the empty-nester life in Milford, CT with my dog, Fettuccine. When I’m not working with clients, you will find me practicing yoga, kayaking, golfing, and playing tennis. I also devote time to mentoring others on balancing work and family, and inspiring other women to succeed in business.

 

 

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 atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 


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