Carly Ebenstein

With over 30 years of experience as an independent broker, Carly Ebenstein, CLTC, has built a robust career collaborating with financial advisors, estate planning attorneys, and CPAs. Her background includes holding a Series 7 license, which, although no longer active, provides her with a solid foundation in the securities industry. She has also completed courses at UC Berkeley Extension's Personal Financial Program, further enhancing her expertise in financial planning.

Her extensive experience and collaborative approach have enabled her to provide comprehensive solutions tailored to her clients' unique needs for life and long-term care planning. She is known for working closely with professionals who value her educational approach, focusing on empowering clients with knowledge rather than simply making a sale. This commitment to education and collaboration has earned her the trust and appreciation of her clients, who seek her guidance on making informed, thoughtful financial decisions.

Additionally, her broad background gives her a unique perspective on Long-Term Care and its impact on even the best-laid financial plans. She understands the complexities and challenges of Long-Term Care and is dedicated to helping clients navigate them so their financial plans remain robust and effective.