Senior Financial Planner
Meet Carolyn Pratt
FPQP®
Mathematician's precision, planner's instinct. The detail person you want on your plan.
In the Office
Carolyn brings something that's harder to find than credentials: the mind of a mathematician and the instinct of someone who genuinely loves the work.
She studied Mathematics and Statistics at the University of Connecticut - and that foundation shows up every day. When a financial plan comes across her desk, she doesn't just review it. She interrogates it. She finds the gaps, closes them, and makes sure the numbers aren't just right - they're airtight. Clients may never see that layer of work, but they feel it in the confidence that comes with knowing their plan has been built to hold up.
With more than a decade of experience across the financial planning process, Carolyn brings a calm, steady presence to complex situations. Where others might see complexity, she sees a problem to be solved with precision and care. When the stakes are high and the decisions are intricate, she's exactly the kind of person you want in the room.
Originally from Wethersfield, Connecticut, Carolyn has made her home in Dallas, where she lives with her husband Cathain and their two children.
Behind the Scenes
Credentials & community
Credentials
- Financial Paraplanner Qualified Professional (FPQP®)
- Bachelor of Arts, Mathematics & Statistics - University of Connecticut
At Guided Wealth
- Ensures every financial plan is built to hold up under scrutiny
- Coordinates data, verifies accuracy, and closes gaps before strategy begins
- The detail layer clients feel even when they never see it