Carrie Mullins, CFP®
Co-Founder, CEO, Wealth Advisor
“Go confidently in the direction of your dreams. Live the life you have imagined.” — Henry David Thoreau
Carrie Mullins is an experienced and knowledgeable financial advisor and CFP®, ready to work with you to help secure your family's financial future. After 24 years with a Wall Street-based firm and driven by a strong desire to provide a client-focused service experience, Carrie and her long-time business associate, Sara Tanner, founded Firenze Wealth Management.
As a financial planner, Carrie’s primary goal is to help you make informed investment decisions that align with your goals for the future. She also emphasizes the importance of adjusting investment plans as your needs and objectives evolve. Carrie has worked with hundreds of clients to develop personalized strategies to help them pursue their financial aspirations. Her successful career is built on hard work and a steadfast commitment to delivering exceptional service. Carrie listens carefully to your concerns and treats your goals with the same care and attention she gives her own.
Carrie lives in Sherwood with her husband, Dane, and is the proud mother of three adult sons: Brandon, Colby, and Carson. While she is dedicated to her clients, she also prioritizes her family. Helping families like hers pursue their financial dreams is one of the most rewarding aspects of her work.
Carrie is also passionate about community service. She currently serves as treasurer for her local P.E.O. chapter, an organization that advances women through educational support such as scholarships, grants, and loans. Another organization close to her heart is Divine Threads, a faith-based nonprofit that supports women overcoming trauma—including domestic violence, war, addiction, human trafficking, and incarceration. Divine Threads provides physical, emotional, and spiritual support through clothing assistance, employment resources, and a healing community. Carrie and the Firenze Wealth team regularly volunteer at Divine Threads, helping with housekeeping, landscaping, organizing donations, and more.
Firenze Wealth Management also supports Packed with Pride, a food program serving families in the Tigard-Tualatin School District. During the annual FirenzeGiving client appreciation event, the team hosts a canned food drive, with all donations going to Packed with Pride to benefit local families in need.
Carrie looks forward to continuing to nurture relationships with existing clients while welcoming new clients to Firenze Wealth Management.