About Wake Robin Financial Advisors
Wake Robin Financial Advisors is a financial planning and Investment Advisory firm located in Norwalk, Connecticut. Principal and founder, Carol J Burton, CFP® has been offering clients financial planning services with tailored investment management programs since 1991. The firm's clients benefit from her extensive knowledge in financial planning and investment management. In addition to her Certification as a Financial Planner,* her background includes a degree in Finance and Economics from the University of California at Berkeley, tax planning at Paramount Financial Services and 7 years as a Financial consultant for Merrill Lynch in New York City.
Carol J Burton, CFP;® is a member in good standing of the Certified Financial Planner Board of Standards, the Financial planning Association (FPA) as well as a member of the local chapter, FPA of Greater Hudson Valley, NY.
*CERTIFIED FINANCIAL PLANNER™ Professionals must successfully complete CFP Board's comprehensive certification examination after completion of a comprehensive course of study at a college or university offering a personal financial planning curriculum approved by the CFP Board. 30 hours of continuing education must be completed every two years to stay current in financial planning knowledge.
Professionals must voluntarily ascribe to CFP Board's Code of Ethics which outlines CFP;® professionals' obligations to uphold principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Rules of Conduct require CFP® professionals to act as a “fiduciary” when providing financial planning services which means putting your interests ahead of their own at all times and acting in your best interest.