Lindsey Ciarrocca, CMC®
Fiduciary, husband-and-wife team serving pre-retirees and widows.
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Serving Clients Nationwide
Fiduciary, husband-and-wife team serving pre-retirees and widows.
Areas of Focus
- Education Funding
- Estate Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Lindsey Ciarrocca, CMC®
Hi, I'm Lindsey Ciarrocca. I’m co-owner of Providers & Families Wealth Management, with my husband, Scot.In addition to that, I’m a YNAB Certified Coach*,and a Certified Money Coach®. I became a financial advisor in 2016, starting my career with a major financial planning & investment management firm. Scot and I launched Providers & Families together in 2017 and officially became independent in 2022.
I’m passionate about helping women create a positive relationship with their money, so they can use it as a tool to build their businesses, live their greatest life, and create positive change in the world! One of my specialties is budgeting (that’s how my whole career in financial services got started!) I’ll happily pour through all the nitty gritty details to help someone better understand how their money is being spent.
It might not surprise you that I proudly call myself a budgeting nerd! Beyond that, I’m a crazy cat lady (I think it’s totally normal!) and lover of all things purple. In my free time, you might find me lost in a library book, working on a jigsaw puzzle, baking, or watching my favorite TV show of all time: Friends!
If you’re looking for a financial friend or budgeting bestie, there’s no need PIVOT anywhere else - you found me!
Professional Designations
- Certified Money Coach (CMC)
Primary Location
Carlisle, PA
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Providers & Families Wealth Management
Providers & Families Wealth Management was founded by Scot Whiskeyman, CFP® and Lindsey Ciarrocca, CMC® in 2017, becoming fully independent in 2022. We’re a fiduciary, husband-and-wife team, based in Central Pennsylvania, serving pre-retirees and widows all over the United States. We pride ourselves on our independence, objectivity, and high standard of care for those that entrust us with their financial needs.Who We Serve
Whether you’re a widow facing financial decisions you never expected to be making on your own, or you’re approaching retirement and wanting to avoid key financial mistakes, you’re in the right place.
Our Services
We provide financial planning and discretionary investment management, along with retirement income planning, estate planning coordination, and college/education funding guidance, drawing on Scot's Certified College Financial Consultant (CCFC) credential.
Our Mission & Values
We exist to help you feel safe and confident about your financial decisions.
We believe in a relational approach to financial planning, and that the numbers should support your goals and needs - not the other way around. In other words, you come first – not just your money.
Proudly serving clients nationwide from Carlisle, Pennsylvania. Investment advisory services are offered through Providers & Families Wealth Management, LLC.
Education
Western Colorado University, Bachelor of Fine Arts (BFA), Graphic Design
Hobbies and Interests
- Cooking
- Family
- Reading
- Television
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
- Widow
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