Carl Lipani

Carl began with Northwestern Mutual in 2016 during his senior year at Colby College. He always wanted a career focused around helping people, professional autonomy, and a world class culture.

His mission is to help his clients achieve financial independence, paired with confidence in how they are spending their time and money. The purpose of having money is to not have to worry about money, but that requires a considerable amount of planning, time, thought, and expertise- that’s what the team provides.

Most clients are 30-50 crushing it in sales. They typically have variable income, equity compensation, financial pieces, and are getting crushed in taxes. The team provides alignment between the most important things in their life and their money.

Carl is married to his beautiful wife, Abby. Both were born, raised, and live in Greater Boston. Abby owns and runs a therapy practice named GroundingU in Wellesley, MA. Carl & Abby love good food, quality time with friends and family, sporting events, concerts, and golf.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.