Carly Frieling
Wealth Management Advisor|CLU®, ChFC®, CDFA®
About Me
I grew up in Wayland, MA and graduated from Boston College. I currently live in Wellesley, MA with my Australian Labradoodle, Charlie, who loves meeting clients! Outside of work, I enjoy spending time with my family (especially my nieces and nephews) and traveling to new destinations. I am a sister of two siblings with Type 1 Diabetes; my family and I are passionate about finding a cure. I ran the Boston Marathon for Joslin Diabetes Research Foundation raising over $25,000 and my family participates in the Juvenile Diabetes Research Foundation's Boston walk. Collectively, we have raised over $2 Million Dollars for diabetic research.
More About Carly
Designations
Chartered Life Underwriter®
The CLU® is an in depth understanding of practical, legal, and ethical aspects of life insurance which is a vital part of holistic financial planning for both individuals and businesses.
Chartered Financial Consultant®
The ChFC® is a comprehensive education in the essentials of financial planning, including insurance, taxation, retirement and estate planning.
Certified Divorce Financial Analyst®
The CDFA® is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce and is able to assist attorney's in divorce related matter.
Series 7, 6 and 63
Accomplishments
- Forbes Ranked Best-In-State Top Financial Security Professional 2023 and 2024
- Northwestern Mutual Lives Leader Qualifier (Top 6% in the company)
- Northwestern Mutual Top 10 Nationally Platinum Category
- Northwestern Mutual Top 10 Advisor in the East Gold Category
- Northwestern Mutual #2 Advisor in the East Bronze Category
Education
Boston College - Psychology (Bachelor's)
Lending a hand in my community.
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:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Investment Planning & Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
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.
