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Carmen Bacaoanu ACSI
Head of Paraplanning

“My previous customer service experience has helped me a lot and the main difference between my old job and paraplanning is that now I am more focused on helping clients meet their objectives rather than products. You don’t just get sucked into the detail of retirement planning or managing an investment portfolio. You get to the heart of the client.”

Profile
  • Carmen joined Wealth Matters in 2018
  • She has been working in financial services since she graduated in 2007
  • As a paraplanner, Carmen enjoys her client interactions, providing cash flow models and conducting research
  • Carmen has a keen interest in fine arts. She’s a self-taught artist, creating pieces with all kinds of mediums but mainly focusing on portraits

 

Qualifications

Diploma in Management (2007) BA Hons

Mortgage Certificate (2017) CII

Diploma in Regulated Financial Planning

 

Telephone: 01582 720511

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