Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Financial Advisor

Carolyn Nunez

CFP®, MBA

Ithaka Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Carolyn Nunez, CFP®, MBA

301-968-2381

Fee-Only Financial Planner serving clients nationwide from offices in Fairhaven, MA and Bethesda, MD.

Meet Carolyn Nunez

Carolyn Nunez, Principal and CERTIFIED FINANCIAL PLANNER™, holds an MBA from the Yale School of Management, and a bachelor’s degree from Johns Hopkins University.  Carolyn is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors.  She is also a member of the Financial Planning Association (FPA).   

Prior to co-founding Ithaka Financial Planning, Carolyn spent over 15 years in financial services organizations including 10 years at Fannie Mae, 4 years at Resolution Trust Corporation and FDIC and several years as a consultant to the U.S. Export Import Bank and USDA Commodity Credit Corporation.  Carolyn is an active community volunteer and serves as a member of the development committee at Alma Del Mar Charter School, and an active volunteer for the Unitarian Universalist Society of Fairhaven.  She has also worked with the Women’s Fund of Southeastern Massachusetts, the League of Women Voters and is active with the Yale Women’s Alumni group.

Carolyn and Beth are dedicated to helping women and families achieve their financial and life goals.

Carolyn Nunez is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Carolyn Nunez is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Carolyn Nunez

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Office Locations:

  • By Appointment
    Fairhaven, MA
  • 5425 Wisconsin Ave
    Suite 600
    Bethesda, MD 20815

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