Kristen Carreira | Carreira Quinn Financial

Exceptional Women 2020
Carreira Quinn Financial
Kristen Carreira, Carreira Quinn Financial

Kristen Carreira did not have any female mentors when she entered the financial advising field more than a decade ago. So she decided to set an example herself, starting Carreira Quinn Financial in 2018.

“I am in a very male-dominated field, so to be a significant player in that field and be able to reshape it is hugely important to me,” she said.

Carreira Quinn Financial, located in downtown Madison, offers an array of investing, financial planning and insurance services to help clients pursue their financial goals. Carreira said running her own firm allows her to offer more services than when she was a financial advisor for a national company. She also can take a more personalized approach.

“It really allows me to understand my client’s needs and goals on a deeper level,” she said.

Securities and advisory services offered through LPL financial, a Registered Investment Advisor, Member FINRA/SIPC.

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