Carly J. Wieland, CFP, CHFC - Wealth Advisor

Carly J. Wieland, CFP, CHFC - Wealth Advisor We specialize in supporting individuals as they work towards obtaining their financial goals. I am not registered with Cetera Advisor Networks LLC.

We care about your journey and recognize everyone has a unique financial story, however, we all strive to find financial freedom! As the Associate Wealth Advisor on our team, I am passionate about helping clients create comprehensive financial plans that align with their personal goals while preparing for life’s unexpected events. I find great fulfillment in empowering individuals to achieve their

full potential through thoughtful financial planning. I graduated Summa Cum Laude from Saginaw Valley State University with a bachelor’s degree in marketing and management. I am proud to hold the designations of CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant. My journey with the team began in 2018 as an intern, and after graduating in 2020, I became a Business Development Associate before stepping into my current role as an Associate Wealth Advisor. Outside of work, I enjoy giving back to the community by volunteering with organizations like Junior Achievement and the Young Professional Network in Saginaw. I love spending time with my husband, Brady, and our Golden Retriever, Oakley, who fully believes she’s a princess. In my free time, you can find me running, skiing, tackling DIY projects around the house, or exploring new experiences. Any information I provide is offered exclusively on behalf of CWM, LLC and is not associated with Cetera Advisor Networks or its registered representatives.

What if your financial journey could lead to a “happily ever after”—just like in your favorite holiday movies?The truth ...
04/16/2025

What if your financial journey could lead to a “happily ever after”—just like in your favorite holiday movies?

The truth is, there’s no universal path to financial success. What works for someone else might not be the right fit for you...

In this article, I break down 3 popular pieces of financial advice—and explore why they may not always align with your unique goals.

There’s more than one way to get to financial “happily ever after.” Find out why you may not want to follow some of the more common financial advice out there.

I believe this quote goes hand in hand with "short term pain; long term gain." It all comes down to creating habits, hav...
02/10/2025

I believe this quote goes hand in hand with "short term pain; long term gain." It all comes down to creating habits, having discipline and focusing on your goals!

02/03/2025
A bad moment or challenging time does not mean you are destined for a bad day or bad life. Focus on the positives & keep...
01/27/2025

A bad moment or challenging time does not mean you are destined for a bad day or bad life. Focus on the positives & keep going! You've got this!

Our office, along with the market, is closed today for Martin Luther King Jr. Day. We hope you continue to voice your op...
01/20/2025

Our office, along with the market, is closed today for Martin Luther King Jr. Day. We hope you continue to voice your opinion(s) on what matters to you!

Today marks the beginning of the first full week of 2025! Let’s focus on the things within our control to set the founda...
01/05/2025

Today marks the beginning of the first full week of 2025! Let’s focus on the things within our control to set the foundation for an incredible year ahead!🙂

Financial planning in your 20s may greatly differ from planning in your 50s. Learn how your financial plan could change ...
01/02/2025

Financial planning in your 20s may greatly differ from planning in your 50s. Learn how your financial plan could change over your lifetime! Check out the article below.

Financial planning will look different depending on your age. Learn how the focus of your financial plan will change over the course of your lifetime.

Our team made some amazing memories this year. Thank you to all who helped make 2024 unforgettable ☺️We look forward to ...
12/31/2024

Our team made some amazing memories this year. Thank you to all who helped make 2024 unforgettable ☺️

We look forward to 2025 & wish you a HAPPY NEW YEAR 🎉

"The best way to spread Christmas cheer is singing loud for all to here" - Buddy the ElfMerry Christmas from your Carson...
12/25/2024

"The best way to spread Christmas cheer is singing loud for all to here" - Buddy the Elf

Merry Christmas from your Carson Wealth Team!❤

12/21/2024

Our team had the privilege of volunteering at the Eastside Soup Kitchen yesterday. The staff were outstanding and kind, and the guests were very appreciative and friendly. We look forward to returning in 2025!

Thank you to the Eastside Soup Kitchen for all you do!💙

Address

3772 Fashion Square Boulevard
Saginaw, MI
48603

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19897927777

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