Phone: 484-534-2654 Ext. 217
Carmen joined Legacy Planning Partners in Plymouth Meeting as Firm Administrator and Operations Coordinator in May of 2017. Carmen supports the Operations Managers and Advisors with coordinating and organizing the firm’s daily activities. She is responsible for all registered representative and firm FINRA affiliations, state insurance licensing, and insurance carrier appointments. In addition, she is the firm’s liaison for technology needs.
Carmen came to Legacy Planning Partners with 8 years’ experience with Contracts, Licensing & On-Boarding in the financial industry.
Carmen lives in Skippack, PA with her dog Santa. She enjoys cooking, entertaining, movies and quality time with her niece, nephews, family & friends.