602-224-4962 | 877-792-3050 CAllsworth@rwbaird.com
“Wealth management – the creation and preservation of wealth -- is a process. Successful investing is about meeting your goals, not about picking the best stocks or the best funds. We measure success over years – not year by year. My mission is to help create and preserve wealth so my clients can meet their lifetime goals.”
Experience & Expertise Caralee Allsworth brings more than 30 years of market experience and expertise to her clients. While Caralee works with a broad spectrum of clients, she has developed expertise working with women, especially women who are divorced or widowed.
Education & Professional Designations Caralee earned an MBA from Arizona State University and received her undergraduate degree from the University of Washington. She also holds the CERTIFIED FINANCIAL PLANNER® certification.
Family & Community For many years, Caralee taught investment classes at Scottsdale Community College and Phoenix College. She also was a faculty associate at Arizona State University and taught Principles of Personal Investing for several years. She still lectures extensively and has appeared on local and national television shows. Committed to community involvement, she has served as board president for Planned Parenthood of Central and Northern Arizona, the Latin American Art Alliance of the Phoenix Art Museum, Arizona Women’s Education and Employment (AWEE) and the Center for New Directions (Arizona Displaced Homemakers).
Caralee is the proud mother of two grown sons and four grandchildren: Jackson, Liam, Emerson Caralee, and Zadee Grace. When she is not working or playing grandmother, she loves to travel the world.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.