Carly Mann
For the past 12 years Carly has provided invaluable administrative support to the financial professionals and clients at Retirement Solutions. She manages the day-to-day tasks, supports new business, manages client engagement processes, and is passionate about helping clients find answers to their concerns. As an Associate Financial Advisor she holds the Retirement Income Certified Professional (RICP®) designation, FINRA Series 7 and 66 registrations, and State Life & Health Insurance & Variable Contract licenses.
Outside of the office, Carly is actively involved in the community as a dance educator, directing dance companies and performing on stage (Carly holds a Bachelor of Arts in Dance from San Jose State University). In her spare time, she is either on the lake with her husband and daughter or building connections with family and friends.
