Caren Laverty

Caren Laverty is a native Ohioan, born in an industrial, blue collar city located about an hour southeast of Cleveland, called Warren. She is the only girl in a family of four children. When her Mother passed away at the young age of 34, her Father was left to raise the four children by himself.

After graduating from Miami University with a BS in Business Administration, she was hired by Humana in the Marketing Department before being promoted to a Statistical Analyst. Married to her college sweetheart, they had two children. Due to her Mother passing away so young, Caren chose to leave the workforce for five years to be with her children.

She reentered the workforce as a Financial Representative for Fidelity Investments. Her career at Fidelity lasted 13 years and included a variety of different roles. She worked in Private Client Group, Stock Plan Services, and finished her career as an Account Executive. Her book of business included more than 500 mass affluent households, defined as clients with greater than $250k in investable assets. She worked directly with clients for all their investment, planning, and guidance needs and also created retirement income plans, constructed investment portfolios, and positioned appropriate products such as annuities, charitable gift fund, and active trader services. She received many awards, including their most prestigious award, President’s Circle.

Being a young retiree, she chose to start a financial blog dedicated to women. This led to writing two financial books for women called “A Woman’s Place is in The Market” and “The Little Black Dress of Finance”. They’re both fun, educational books focused on empowering women to learn and become more interested in their own finances.