Carly Gold

Carly began her journey with Stratos Wealth Partners in 2020, starting in an administrative role that sparked a deep appreciation for helping clients feel confident about their financial futures. Over the years, Carly worked hard to earn all necessary licenses and proudly achieved the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2024.

In January 2025, Carly became a Partner at Stratos, a milestone that reflects both dedication to the firm and a genuine passion for guiding clients through every stage of their financial lives.

Today, Carly focuses on building lasting relationships and creating personalized strategies that help clients align their money with what matters most to them. Whether it’s planning for retirement, managing investments, or simply feeling more at ease about financial decisions, Carly is committed to making the process approachable and rewarding.

 In her free time, Carly enjoys running, photography, playing hockey, and spending time with her Italian Greyhound, Bambi.