Carol Badstebner is a Principal with Clayton Investment Associates, LLC. Carol is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in all facets of portfolio analysis, asset allocation strategies, estate planning and retirement planning for individuals. She specializes in preserving wealth strategies and aiming to reduce taxes for retirees. Carol works closely with clients to understand their unique situations and helps them customize investment strategies that are suitable for their specific financial goals. She graduated from Washington University in St Louis with a BS in Electrical Engineering and a minor in Anthropology in 1991. For the 3rd year in a row, Five Star Professional has named Carol a 2016 Five Star Wealth Manager*. Carol and her husband Douglass live in Grantwood Village with their two sons and their Standard Poodle.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® which it awards to individuals who successfully complete initial and ongoing certification requirements.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2016 Five Star Wealth Managers