Wings Financial Advisors:Wealth Advisor - CRC® CRPC® CIMA®
Carissa Palm
Carissa Palm is a Wealth Advisor with LPL Financial.
My goal is to be a trusted, collaborative partner to Wings Financial Credit Union's members.
Work doesn’t feel like a job to me, but when I’m technically off I love reading, watching my kiddo play soccer, and volunteering (I’m especially passionate about children and the elderly – they are the bedrocks of a society).
Whether it’s an investment or a different way of thinking about money, I’m excited to help you look for the opportunities in your own life.
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Averages work on paper, but not in real life – so I want to see you step forward from where you are. If you’re putting in 0%, let’s start with 2% and see how that feels. Six months later, maybe we can bump it up.
This is a highly personal question, and it’s different for everyone! I would put $500 in a custodial account for my daughter, $500 in a Roth for my stepson, $500 in my own investment account (tech-focused), and I would “invest” $500 in a closet organization system to ensure that my husband isn’t frustrated when he opens the door. Does that count?!
In my career I have worked with some of the largest financial firms in the country, and met advisors from coast to coast. Working in a big-name company is a tough role, and the pressure can be intense. I can’t imagine working for a “recognized” firm, and knowing I could lose my job if I didn’t sell enough life insurance…but that’s exactly what happens. Wings is big enough to have scale and resources, but small enough to escape quotas and unrealistic management expectations.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
