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Carolyn Decker, CFP®, CPA, PFS

Partner

Carolyn Decker, CFP®, CPA, PFS, is a seasoned professional with over two decades of experience in working with ultra-high net worth families to manage the complexities that significant wealth presents.

At Lake Street Advisors, Carolyn specializes in holistic planning concerning wealth transfer, tax minimization, investment management, asset protection, and philanthropy. She excels in collaborative problem-solving by working closely with attorneys, accountants, and insurance agents.

With a focus on simplifying intricate strategies into understandable options, Carolyn ensures her clients comprehend the advantages and disadvantages of each choice, empowering them to make informed decisions for their families.

Having graduated from Villanova University with a degree in Accounting, Carolyn started her career at Deloitte, where she focused on individual and not-for-profit taxation. She later joined Ballentine Partners, where she significantly contributed to the firm's growth and transitioned to Lake Street Advisors.

Carolyn Decker's expertise extends to comprehensive wealth management, evidenced by her CFP® and PFS credentials. She is known for her unbiased advice and recommendations, driven by Lake Street's fee-only advisory model.

Throughout her career, Carolyn has honed her skills in client team building, management, and individual wealth management, making her a trusted partner for clients seeking tailored and objective financial guidance.

Carolyn Decker, CFP®, CPA, PFS
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Location

Greater Boston