Cary B. Stamp, CFP®, CDFA™
As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Divorce Financial Analyst™, Cary specializes in helping women going through transitional phases in their lives. Cary has a broad depth of experience in divorce litigation support, investment management, tax strategies, estate planning and helping women to make empowering choices before and after a divorce.
After attending the University of Southern California and the University of Iowa, Cary started his career at Piper Jaffray, Inc in 1990. At age 29, he was an Associate Branch Manager for Principal Securities in Chicago. In 2002, Cary left the corporate brokerage environment and started a boutique firm in Chicago and affiliated with Commonwealth Financial Network®. Fulfilling a lifelong dream to live in a warmer climate and near the water, Cary moved with his wife, Sharon and daughter, Sarah, to Palm Beach Gardens, Florida in 2006.
Cary is a frequent speaker on financial planning topics, has written many financial articles and has been quoted in print and on broadcast media. After working with many types of clients, Cary realized that his skills and knowledge were especially suited to helping women facing widowhood or going through a divorce. Cary annually attends the AAML(American Academy of Matrimonial Lawyers) Certification Review and The Institute in Orlando, has been trained in the practice of Collaborative Divorce by the Collaborative Family Law Institute and serves as a board member of the Collaborative Divorce Team of Palm Beach County.
The services offered to our clients are far more extensive than the typical investment consultant or stockbroker. Cary will assist attorneys when negotiating a divorce settlement, create a an income strategy for clients, work with their attorney on establishing new estate planning documents and advise on strategies to reduce income and estate taxes. Cary has an extensive real estate background as a property owner, real estate investor, contract negotiator and counselor to real estate developers. These skills are useful when clients need to buy or sell a home after a divorce.
Cary and Sharon were married in 1998 and their daughter Sarah was born in 1999. Sarah attends the Benjamin School in North Palm Beach, Florida.
As a Certified Divorce Financial Analyst™, Carl also specializes in helping women going through the transitional phases of their lives. Carl has a broad base of knowledge in divorce litigation and mediation support, investment management, tax planning, estate planning and insurance planning. He currently holds his FINRA Series 7 and 66 securities registrations, as well as Florida life and health licenses Carl joined Cary Stamp & Company after three years of working for MetLife as a Financial Services Representative and Insurance Consultant.
Carl completed the Certified Divorce Financial Analyst™ program through the Institute for Divorce Financial Analysts in 2010 and is currently working towards his CFP® certification through The College for Financial Planning and the Florida Atlantic University College of Executive Education. Carl attended Florida State University and earned his B.S. in Exercise Physiology. Carl annually attends the AAML(American Academy of Matrimonial Lawyers) Certification Review and The Institute in Orlando, has been trained in the practice of Collaborative Divorce by the Collaborative Family Law Institute and serves as a member of the Collaborative Divorce Team of Palm Beach County.
Carl was born and raised in Sarasota, FL and joined the firm after relocating to the Palm Beach Gardens area. He enjoys boating, fishing, skiing, traveling and golf ,but his true love is playing tennis at a very high level. Carl also serves as the Palm Beach County AVMA GHLIT Area Representative.