Carla Comstock
Charitable strategist
Carla Comstock helps people align their charitable giving with their financial plan to maximize impact by partnering with advisors and clients to simplify giving and uncover new opportunities.
Licenses: Series 7, 6, 63
Book a Meeting with Me
Serving Financial Advisors and their Clients in the Northeast
Book a meeting with me as your DAF expert to help you:
- Identify charitable opportunities in your book
- Help clients connect wealth to purpose
- Join client meetings as your philanthropy partner
- Make giving conversations simple and natural
- Serve as your expert on DAFs
- And more!
