Carlene Abraham, Financial Advisor

Carlene Abraham, Financial Advisor Carlene was previously a high school teacher for 10 years. Her approach to financial advisory revolves around putting clients’ needs and interests first.

Hope College is her alma mater, with a Bachelor of Arts in secondary education, history and psychology. Having a Masters of the Arts degree in Sociology and the Head of Social Emotional Learning at her previous school, relationships are of the utmost importance in her approach to both her personal and work life. Carlene takes the time to listen and understand the unique financial circumstances, sh

ort-term objectives, and long-term aspirations. By creating personalized financial plans, she strives to provide tailored solutions that align with their risk tolerance and time horizon. As an advisor, her goals are to facilitate a positive experience, provide tailored financial strategy and break down financial planning in an understandable way, ultimately leading clients to their best financial life.

03/24/2026
03/11/2026
02/25/2026
02/16/2026
01/14/2026

Join me and Purse Strings for a conversation: Why Women Should Invest

January 22nd 6:00pm
Brick & Mortar in Libertyville

🥂Cocktails
💬 Empowering conversation
✨Women
🤍 Good vibes

This is a conversation about choice, confidence, and your future—not a class, not a lecture, and no pressure.

Save your spot here: https://go.pursestrings.co/wwsin

How are Roth IRAs and Traditional IRAs inherited? Tax strategy is an important consideration in legacy planning
10/02/2025

How are Roth IRAs and Traditional IRAs inherited? Tax strategy is an important consideration in legacy planning

09/19/2025

Are you tax efficient?

09/08/2025

Build your tax free assets even if you’re above the income threshold

09/02/2025
08/26/2025

Roth IRAs are inherited tax free

Address

1509 N Milwaukee Avenue
Libertyville, IL
60048

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+18476809050

Website

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