Workshop Thought Leader: David Carlor
Son of Liberian immigrants, David Carlor has provided financial guidance and advice for 15+ years, in varying capacities for clients of 5 of the largest institutions in the world. Originally from Brooklyn, NY, it has been Carlor’s mission to share the same quality wealth building education and tactics used by his high net worth clients, with those from underserved communities. “It is my deep belief that everyone deserves financial freedom” says Carlor. Currently a financial advisor at Citizen, David works with families in the Northeast to create, implement, and monitor customized financial plans to achieve financial goals to include, Retirement Planning, College Planning, Investment Management, Long Term Care and Insurance Planning.
IG: @discussdough
Workshop Content
