Carol Dewey is an Investment Advisor Representative and the founder of Perpetual Wealth Financial, Inc and College Planning & Funding Strategies, LLC. Her vast experience as an accomplished speaker, business owner, author and financial planning strategist allows her to provide clarity so her clients can have confidence in every financial decision.
She believes that the frustration individuals feel in regards to making major financial decisions is due to the conflicting financial messages and noise promoted within the marketplace. Her educationally based financial planning company is dedicated to helping individuals understand the options available so they can confidently make the financial choices that are right for them. Carol’s three step process has helped thousands of individuals experience financial clarity and reach their goals.
Committed to her community, Carol works with business owners to enhance profit margins and to facilitate individualized, personalized and proprietary retirement programs for the purpose of building economic stability and growth. These programs build business revenues and create jobs all while developing a network of like-minded businesses that are willing to reinvest in their communities.
Carol runs an established agency whose impact on individuals, families and business owners is demonstrated through educational events, transparency, customization and results. The agency was founded as an independent wealth management firm to provide fiduciary holistic financial guidance, giving each client our best thinking for them.
Carol resides in New Smyrna Beach with her husband and has six grown children. When she is not working with clients, you can find Carol traveling with family and friends, cycling, hiking or reading.