Financial Paraplanner
Cara joined ShorePoint Advisory Group with a wealth of experience in real estate and mortgage lending. Over the years, she had the privilege of guiding clients through complex financial decisions. Whether it’s negotiating favorable mortgage terms, navigating intricate real estate transactions, or making other complex financial decisions, Cara has always been committed to delivering an exceptional service experience. Cara is passionate about helping individuals and families navigate the complexities of financial planning, and she looks forward to the opportunity to serve clients at ShorePoint Advisory Group.
Cara currently resides in Marblehead, MA, with her husband and two sons. In her spare time, she enjoys staying active through workouts, yoga, and stand-up paddleboarding. Cara loves being outdoors, whether it’s walking her dog, spending time at the beach, or watching her boys play on the baseball and football fields!
Professional Designations, Certifications, Registrations, and Licenses
Education

Super Strength

Atomic Habits by James Clear; The Skinny Confidential - podcast; Untamed - podcast

Tonno - Gloucester, MA

"Be kind, for everyone you meet is fighting a hard battle." – Plato

Walking with my dog

Amalfi Coast, Italy