Carrie E. Beren, CFP®
Carrie has been an investment adviser representative of WBH Advisory, Inc. since September 2021. She has worked with clients in the wealth management industry for over 15 years, both as an advisor in the wealth division of a regional bank and as a wealth manager at various fee-only Registered Investment Advisory companies. She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2017.
Carrie enjoys helping her clients feel secure in their financial futures. She is experienced in a wide array of personal financial planning topics, including assisting her clients in understanding their cash flow, retirement transition planning, risk management and estate and incapacity planning.
Carrie attended the Bryn Mawr School in Baltimore before graduating from the University of Maryland, College Park with a Bachelor of Arts degree in Spanish Language and Literature and a minor in Business and Management. When she is not working with her clients, Carrie enjoys spending time outdoors with her family hiking and canoeing. She lives with her husband Dan and her son William in Baltimore County.