Carol Badstebner is a Principal with Clayton Investment Associates, LLC. Carol is a CERTIFIED FINANCIAL PLANNER® professional with over 30 years of experience in all facets of portfolio analysis, asset allocation strategies, estate planning strategies 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. Carol and her husband Douglass live in Sunset Hills with their two sons.
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.