Caroline Knights

CFP®

Director of Financial Planning Services

781-778-3283

cknights@bostonwealth.com

“Take a few chances, a few worthy romances. Go swimming in the ocean on New Years’ Day. Don’t listen to the critics. Stand up and bear witness. Go slay all the dragons that stand in your way.” – Drew Holcomb & The Neighbors

I joined Boston Wealth Strategies in 2020 as a Paraplanner and started in my role as Director of Financial Planning Services at the beginning of 2022. I was a public school teacher for five years before starting on the path to becoming a CFP® Professional. I am passionate about educating our clients about personal finance and strategies to improve their financial health. I assist our clients and advisors with crafting their ideal financial plan.

I reside in North Kingstown, RI with my husband. I love traveling the world, attending the Providence Performing Arts Center shows, and cheering on the Providence Bruins. I also enjoy hiking, playing board games, scuba diving, and hanging out at the beach in Narragansett, RI with my family.

Education

  • George Washington University, Washington, DC – B.A. in Human Services
  • University of Oklahoma – M.Ed. in Educational Administration and Curriculum Development

Professional Designation, Certifications, Registrations, and Licenses

  • CERTIFIED FINANCIAL PLANNING® certification awarded by CFP® Board
  • Registered representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 63 (Uniform Securities Agent) securities registration

Professional Memberships

  • Financial Planning Association

My dream travel destination is…

Antarctica