Financial Planning Analyst
As a financial analyst at Fragasso, Carly is an integral part of the financial planning process. She enjoys working in teams and is a great communicator which are key skills when collaborating with the financial advisors to prepare detailed plans, reports and projections for clients and prospects. Carly began her career in operations for a large financial institution and then transitioned into financial planning.
Carly graduated from Indiana University of Pennsylvania with a degree in journalism and public relations. She was born and raised in Punxsutawney and currently resides in the south hills of Pittsburgh. In her spare time, Carly enjoys spending time with her Fiancé, Mark, her family, and fur family – dogs, Petey and Layla and cats, Evy and Luna.
Certifications:
PA Life, Accident and Health