Carol Ann Friedhoff
CFP®Professional Summary
Carol Ann Friedhoff, CFP®, who also goes by Carol Friedhoff, Carol Ann Gray, was a registered financial advisor. Carol was a previously registered financial professional and started their career in finance 2005 - 2022. Carol had worked at 2 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Financial Planning
Specializations
Biography
Carol received her BA in Math from St. Francis University and her MS in Systems Engineering from the Ohio State University. She is an active member in National Association of Personal Financial Advisors (NAPFA), Alliance of Comprehensive Planners (ACP), Financial Planning Association (FPA), Southern AZ Estate Planning Council, and National Speakers Association. Carol is also active in the community offering financial education along with being the author of the book "Keep Investments Simple but Sweet"....
Other Aliases
Carol Friedhoff, Carol Ann Gray
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SAVVY OUTCOMES INC.
Contact Information
Main Address
Avon, OHPhone Number
(614) 580-9926# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Carol
- Estate & Legacy Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Financial Planning
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