Carole Peck Financial Center

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Carole Peck Financial Center

3521 Bonita Bay Boulevard
Bonita Springs, FL 34134

Contact: Carole Peck

Phone: 800-525-7526

Business type: Financial Planner

Additional Office Location

350 S. Northwest Highway, Suite 300
Park Ridge, IL 60068

Phone: 800-525-7526

As a Certified Divorce Financial Analyst (CFDA), I can help you determine the short and long term financial impact of any proposed divorce settlement. Through this process, we will provide consultations on financial issues that are related to the divorce, such as tax information, pension plan analysis, continued health care coverage, stock option elections, among others. We can work with your attorney or other professionals to assist you in making suitable financial decisions throughout the divorce process

About Us

Carole J.A. Peck, MBA, CFP, CDFA, CAS - President

- Over 30 years of experience in up and down markets
- President and founder, Carole Peck Financial Center, 1987
- Member of DivorceIllinois.org - Promotes education to the public about the financial aspects of divorce
- 25 years managing client portfolios, experience through four bear markets
- Registered Principal and Branch Manager with LPL Financial, the leading independent broker/dealer*
- LPL Financial Chairman’s Club Member for the 11th consecutive year; top 6% of approx. 12,000 registered representatives nationwide based on annual gross production generated

Areas of Practice

Divorce
Divorce Financial Counseling
Divorce Financial Planning

Education

After graduating cum laude from the University of Massachusetts, Carole went on to get her MBA from De Paul University. In 1987, she decided to start her own financial planning practice.

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Business Hours

Monday - Thursday 9am to 5:30pm ET
Friday 9am to 5pm ET
Saturday and Sunday Closed