Cary is an LPL employee and comes to us through the LPL CFO Solutions team that supports multiple advisor's businesses and is an incredibly valuable part of our company. He provides WCF with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Cary’s financial accounting career spans over 20 years working with several large accounting firms as well as for non-profit organizations. Cary's dedicated to helping clients achieve business
success by helping them establish practical financial processes. Originally from Cuba, Cary attended Marymount University and received a Bachelor’s Degree in Finance, as well as an MBA from
Georgetown University. Cary is also a CPA.