I believe that knowledge is the key to a successful financial future, and my practice reflects that. As a financial planner and fiduciary, I am licensed to provide a comprehensive range of solutions and services to my clients – from wealth advisory to annuities to life insurance. Most importantly, I understand how financial solutions can work together to help you build a strategy that not only helps you towards your financial goals, but also helps you address the financial risks you face along the way.
I work with my clients and my CPA partners in the following areas:
- Wealth Management: Whether you’re saving for retirement or saving to open your own business managing wealth means helping you build savings and then manage it in a tax efficient manner.
- Retirement Planning: Whether you have an existing retirement plan like 401(k) or 403(b) or need help establishing one, I can help you determine the best plan for your needs as an individual and a business owner.
- Business Strategies: As a former business owner myself, I know that business owners need a plan for both their business and for themselves. From employee benefits to tax efficient saving strategies, I can help you develop a long-term plan for your business. And if you’re a business owner who doesn’t have an exit strategy in place for yourself, I can help you build a plan.
- Legacy Planning Strategies: Whether you are concerned about potential estate tax issues or simply want to leave a legacy to your loved ones, I can work with you and your legal advisor(s) to help you choose the best option for your family.
I have decades of executive, supervisory and practice management experience in banking, small business ownership and the financial services industry. Currently an Investment Adviser Representative with Equity Services, Inc., and a Financial Planner with Apogee Financial Partners, located in greater Atlanta Georgia. I am a registered securities representative and an insurance agent in multiple states.
My previous career history includes, a Financial Planner at MassMutual Perimeter, a Financial Professional at Equitable/AXA Advisors, owner of a Fine Arts business and a Vice President & Manager of Strategic Planning and Credit Card Operations at HSBC Bank.
An MBA in Finance from Canisius College and a BS in Business Management with a concentration in Accounting from the State University of New York (SUNY) at Buffalo.
Currently serves as Board Treasurer for Women in Business and Financial Services (WIFS) Atlanta Chapter. Former Board Vice President of Fine Arts and Crafts Entrepreneurs (FAACE) and former President of Fayette County Women in Business. Received a Black Achievers in Industry Award from the 1490 Enterprise Organization and a former Board Member of SUNY Alumni and The Boys and Girls Club of America.
A lifelong marriage to my rival High School sweetheart. Have two adult children and six adorable grandchildren. Enjoy sketching, painting, fine art collecting, home & garden design, and comedy, mystery, and science fiction movies.
Carolyn Burgin is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: GA, OH, LA & CT. Carolyn Burgin is insurance licensed in the following states: GA, OH, LA, NC, SC, PA, MD, AL, DC, CT & NY.
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC (www.finra.org/www.sipc.org), 1050 Crown Pointe Parkway, Suite 1700, Atlanta, GA 30338, (770) 512-5100. Apogee Financial Partners and all other entities are independent of Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.