(805) 690-1290
mburton@
partnervest.com
CAROLYN BISHOP
MA, CFP®, DIRECTOR OF FINANCIAL PLANNING
Prior to joining Partnervest Advisory Group, Carolyn was owner of Omni Financial Advisory Services, a full-service, fee-based financial planning and registered investment advisory firm. She later became a Partner with Partnervest Financial Group. With more than 25 years in the practice of comprehensive financial planning, her area of expertise includes retirement planning, cash management, estate planning, charitable trusts and foundations, risk management, business succession and asset management.
Carolyn has served as an adviser for the USA Today Personal Finance Hotline, been a speaker for several national and international organizations and is a former president of the Ventura County, California, chapter of the Financial Planning Association. She has also served on the Board of Directors of Adventure Unlimited Inc., the National Association of Sports Officials, and the New West Symphony of Ventura County.
As a top ranked international basketball referee, Carolyn has refereed the United States Olympic tryouts and the World University Games in Japan and Croatia. She has also lectured on sportsmanship and ethics for the National Collegiate Athletic Association at Pepperdine University.
Carolyn has earned undergraduate and master’s degrees from Michigan State University where she also was a varsity letter winner. She has achieved the Certified Financial Planner designation, is licensed as a life and health insurance agent and Uniform Investment Adviser.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21