Carl Cieplinski, who joined Cahill & Associates in September 2016, has been in the financial services industry since 1998, and his focus on long-term relationships fits the Cahill & Associates tradition. Carl analyzes information gathered from clients to help establish financial goals, risk tolerance, and strategies for achieving client’s goals. Assisting clients with social security strategies to optimize benefits based on their goals and unique situations is a key area of focus.
He holds the FINRA Series 7, 63, and 65 securities registrations, as well as life, health, and variable annuity licenses. Carl maintains the Chartered Retirement Planning Counselor® (CRPC®) designation. He graduated from Assumption College in 1991 with a BA in accounting.
Carl and his wife reside in Rhode Island and have two daughters. His hobbies include running, golfing, playing pickleball, and spending time with his family. A native of Massachusetts, Carl is an avid Red Sox and Patriots fan.